Maxwell Beals
Investment adviser representative at Cornerstone Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$145.9MFirm assets
2 yearsFirm in business
Are you Maxwell Beals? Claim your profile
Contact this firm
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
11 years in the industry.
- Cornerstone Wealth Partners, LLCJun 2025 to now
- Sleekfire MediaAug 2023 to May 2025
- Keen Cut Lawn & LandscapeSep 2021 to Jul 2023
- Serra Auto CampusOct 2020 to Aug 2021
- University Reformed ChurchAug 2019 to Dec 2024
- Chick-fil-aMar 2017 to May 2020
- HomeschoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8306356
- Firm CRD
- 146602