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Kassidy Joyner

Cornerstone Wealth Management, LLC

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About Kassidy Joyner

Kassidy Joyner is a registered representative and investment advisor representative with Cornerstone Wealth Management, LLC. Kassidy has been in the financial services industry since 2021. Kassidy is licensed to sell securities in Arkansas. Kassidy is also registered with the state of Arkansas as an Investment Advisor Representative. Cornerstone Wealth Management, LLC is an independent investment advisor firm that provides investment advisory services to individuals, families, businesses, and charitable organizations. The firm is separate from and independent of LPL Financial. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and retirement planning. Kassidy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Kassidy Joyner is currently registered with Cornerstone Wealth Management, LLC. Cornerstone Wealth Management, LLC is an independent financial advisory firm with over 70 licensed agents and 87 investment advisor representatives. The firm, based in St. Peters, MO, manages over $3.2 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a comprehensive suite of financial planning and investment management services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Cornerstone Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Cornerstone Wealth Management, LLC

7417 MEXICO ROAD

ST. PETERS, MO 63376

$3.30B

Assets Under Management

6

Total Clients

79

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.

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lpl sponsored advisory programs; investment management & research subscription licensing

Lpl sponsored advisory programs; investment management & research subscription licensing

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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Kassidy Joyner’s Registration & Firm History

AR

01/01/2025 - Present

Cornerstone Wealth Management, LLC (Springdale AR)

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Licenses & Designations

BOTH

Issued 12/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kassidy Joyner.
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