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Larry Bridwell

Cornerstone Wealth Management, LLC

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About Larry Bridwell

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, Missouri. Larry has been in the financial services industry since 1997. Larry's previous experience includes working with Lincoln Financial Distributors, Inc., Griffin Capital Securities, Inc., and Priority Capital Investments, LLC. Larry is registered with the state of Missouri to provide investment advisory services.

Firm Information

Larry Bridwell 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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Larry Bridwell’s Registration & Firm History

MO

07/24/2018 - Present

Cornerstone Wealth Management, LLC (ST. PETERS MO)

PA

04/20/2012 - 06/15/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CA

06/06/2011 - 04/11/2012

GRIFFIN CAPITAL SECURITIES, INC. (EL SEGUNDO CA)

CA

01/06/2010 - 02/08/2011

PRIORITY CAPITAL INVESTMENTS, LLC (SAN DIEGO CA)

WI

11/14/2003 - 11/11/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (SPRING GREEN WI)

IN

06/14/2001 - 11/15/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/14/2001 - 11/14/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

04/30/2001 - 06/04/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

04/30/2001 - 06/04/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

PA

12/31/2000 - 04/17/2001

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

09/14/1998 - 12/31/2000

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

IN

06/01/1998 - 07/01/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

04/16/1998 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NY

03/12/1998 - 03/26/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

06/24/1996 - 09/24/1997

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

NJ

01/15/1996 - 05/03/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Bridwell.
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