Timothy Stafford Whelan
Investment adviser representative at Cornerstone Wealth Partners, LLC
7 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
7 years in the industry.
- Cornerstone Wealth Partners, LLCDec 2023 to now
- Conerstone Wealth Partners, LLCDec 2023 to now
- Independent Insurance Agent - Self EmployedOct 2020 to now
- Medwise MarketingJul 2023 to Dec 2023
- The O.N. Equity Sales CompanyMay 2021 to Dec 2023
- Churchill Mortgage CorporationMar 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
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
- 7364966
- Firm CRD
- 146602