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Nathan D Stump

Investment adviser representative at Cornerstone Wealth Partners, LLC
10 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

10 years in the industry.

  1. Cornerstone Wealth Partners, LLCApr 2026 to now
  2. Edward JonesFeb 2026 to now
  3. The River CrewMay 2022 to Sep 2022
  4. Alaska Christian CollegeAug 2021 to May 2022
  5. Jimmie Jack FishingMay 2021 to Sep 2021
  6. Click NonprofitJan 2021 to Jan 2026
  7. Alaska Christian CollegeJun 2017 to May 2021
  8. Pepperdine UniversitySep 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 66 · Uniform Combined State Law2026

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
8211553
Firm CRD
146602
Advisor's SEC record (opens in a new tab)
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