Mark William Moerdyk
Investment adviser representative at Cornerstone Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$145.9MFirm assets
2 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Cornerstone Wealth Partners, LLCSep 2025 to now
- Keystone Financial CoachingJan 2019 to now
- Allstate Insurance CompanyJan 2014 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cornerstone Wealth Partners, LLC
$145.9MAssets managed
429Clients
12Advisers
2 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
- 7087491
- Firm CRD
- 146602