Joshua Richline
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, LLCMar 2024 to now
- Northpointe Christian SchoolMar 2024 to now
- Churchill MortgageMay 2020 to Mar 2024
- Cornerstone UniversitySep 2018 to May 2022
- Bentler AutomotiveJun 2018 to Aug 2018
- UnemployedJan 2014 to May 2018
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
- 8022913
- Firm CRD
- 146602