Sara Elizabeth Kantor
Investment adviser representative at Cornerstone Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$608.7MFirm assets
Are you Sara Elizabeth Kantor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
13 years in the industry.
- Cornerstone Wealth Advisors, Inc.Jan 2017 to now
- Cornerstone Wealth Advisors, Inc.Jan 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cornerstone Wealth Advisors, Inc.
$608.7MAssets managed
337Clients
5Advisers
23 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
- 6895196
- Firm CRD
- 124947