Olivia Ann Plagge
Investment adviser representative at Cornerstone Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$608.7MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cornerstone Wealth Advisors, Inc.Jun 2020 to now
- Vine & Fig Tree Wealth PlanningAug 2019 to May 2020
- Creative Planning, LLCMay 2019 to Aug 2019
- Loras College Advancement OfficeJun 2017 to Dec 2019
- Loras CollegeSep 2016 to May 2020
- Private HouseholdJun 2015 to Aug 2018
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
- 7792139
- Firm CRD
- 124947