James Alan Schmidt
Investment adviser representative at Cornerstone Wealth Management, LLC
31 yearsExperience
1 stateRegistered in
$4.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Cornerstone Wealth Management, LLCJan 2014 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Nov 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cornerstone Wealth Management, LLC
$4.9BAssets managed
12,691Clients
90Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1674426
- Firm CRD
- 164666