Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Klassen is a financial advisor with over 14 years of experience in the financial services industry. Chad is currently registered with Cornerstone Wealth Management, LLC and is licensed to provide investment advice in 11 states, including Minnesota, Iowa, Colorado, Florida, Kansas, Michigan, Nebraska, South Dakota, and Wisconsin. Chad also has experience with Edward Jones, a financial services firm based in Saint Louis, Missouri. Chad has a Series 66, Series 7, and SIE license. Cornerstone Wealth Management, LLC is a financial advisor based in St. Peters, Missouri. The firm has a total of 87 investment advisor representatives and manages over $3.2 billion in assets. Cornerstone Wealth Management, LLC provides a variety of financial advisory services, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
05/19/2021 - Present
Cornerstone Wealth Management, LLC (Mountain Lake MN)
MN
06/06/2007 - 04/21/2021
EDWARD JONES (ST JAMES MN)
BOTH
Issued 06/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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