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Dennis Eldon Channer

Cornerstone Investment Advisors, LLC

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About Dennis Eldon Channer

Dennis Eldon Channer is a financial advisor at Cornerstone Investment Advisors, LLC. Dennis has been in the financial industry since 1987. He holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Dennis has a background in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Dennis has a significant number of clients who are high-net-worth individuals and also provides services for corporations, family limited partnerships and charitable organizations.

Firm Information

Dennis Channer is currently registered with Cornerstone Investment Advisors, LLC. Cornerstone Investment Advisors, LLC is an investment advisor based in Boulder, Colorado. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, businesses, families, and charitable organizations. Cornerstone Investment Advisors, LLC has approximately $147 million in assets under management.
Cornerstone Investment Advisors, LLC

1790 38TH STREET

BOULDER, CO 80301

$147.46M

Assets Under Management

4

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer

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Dennis Channer’s Registration & Firm History

CO

01/01/2025 - Present

Cornerstone Investment Advisors, LLC (BOULDER CO)

CA

05/27/1992 - 04/22/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MD

03/25/1987 - 05/28/1992

CALVERT SECURITIES CORPORATION (BETHESDA MD)

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Licenses & Designations

BC

Issued 11/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Eldon Channer.
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