Samuel Degoffau
Investment adviser representative at Cornerstone Wealth Partners, LLC
18 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
18 years in the industry.
- Cornerstone Wealth Partners, LLCJan 2023 to now
- Cornerstone UniversitySep 2022 to Apr 2023
- Sawyer Built LLCMay 2022 to May 2023
- HomeschoolSep 2008 to May 2022
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
- 8307174
- Firm CRD
- 146602