Aaron Drew Thompson
Investment adviser representative at Cornerstone Wealth Management, LLC
18 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
18 years in the industry.
- Cornerstone Wealth Management, LLCApr 2019 to now
- Cornerstone Wealth Management, LLC (dba: Triada Advisors)Apr 2019 to now
- LPL Financial, LLCMar 2019 to now
- Mastercard IncMar 2018 to Apr 2019
- Cushman & Wakefield IncNov 2017 to Mar 2018
- Bkd, LLPAug 2008 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 4437463
- Firm CRD
- 164666