Grant Joseph Keifer
Investment adviser representative at Cornerstone Wealth Management, LLC
17 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
17 years in the industry.
- LPL Financial, LLCMar 2021 to now
- Cornerstone Wealth Management, LLCJan 2020 to now
- Nylife Securities LLCNov 2019 to Feb 2020
- New York Life Insurance Co.Aug 2019 to Feb 2020
- SteamboatMay 2019 to Jul 2019
- UBSJun 2016 to Aug 2017
- University of MississippiAug 2014 to May 2019
- Suntrup Kia WestJul 2009 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6648727
- Firm CRD
- 164666