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Cameron Joseph Ziegler

Investment adviser representative at Cornerstone Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$145.6MFirm assets
1 yearFirm 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

12 years in the industry.

  1. Cjz LLCOct 2024 to now
  2. Outback BonesOct 2024 to now
  3. Cornerstone Wealth Advisors, Inc.Dec 2018 to now
  4. Cornerstone Wealth Advisors, Inc.Aug 2018 to Nov 2018
  5. Full-time StudentSep 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (CA).

Cornerstone Wealth Advisors, Inc.

$145.6MAssets managed
157Clients
4Advisers
1 yearIn 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
7048457
Firm CRD
309544
Advisor's SEC record (opens in a new tab)
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