RIA Intelligence

CORNERSTONE WEALTH STRATEGIES, INC.

CRD #297491 SEC #801-113703 KENNEWICK, WA 509-396-0588
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
14
Clients
101
Accounts
1,090

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 22, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RIESENWEBER, WINETTE, GWENIVICE PRESIDENTNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESICHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RUFF, BEAU, JAMESIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
WISER, MATTHEW, DAVIDIVICE PRESIDENTNA Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYIPRESIDENTE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
RIESENWEBER, MATTHEW, HENRYICHIEF EXECUTIVE OFFICERE Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control
WISER, MATTHEW, DAVIDICHIEF INVESTMENT OFFICERB Control

Registrations

Federal

IA
Jan 22, 2024 REGISTERED

Notice Filings (9)

AZ CA HI ID MT OR TX UT WA

Address

8905 W. GAGE BLVD.,
SUITE 110
KENNEWICK, WA 99336
United States
Phone: 509-396-0588