Blake M Swenson
Investment Adviser Representative at Cornerstone Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Blake M. Swenson is an investment adviser representative with Cornerstone Wealth Management, LLC in Washington, MO, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
14 states and territories
Arizona, Colorado, Georgia, Illinois, Kansas, Michigan, Mississippi, Missouri, Montana, New Mexico, North Carolina, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Steamboat Financial GroupJun 2023 – no end date reportedWashington, MO
- Cornerstone Wealth ManagementJun 2023 – no end date reportedDes Peres, MO
- LPL Financial LLCJun 2023 – no end date reportedWashington, MO
- University of MississippiAug 2019 – May 2023University, MS
- Westminster Christian AcademyAug 2015 – May 2019Town and Country, MO
- Stifel FinancialJun 2022 – Aug 2022St. Louis, MO
- True Mfg.May 2021 – Aug 2021O'fallon, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cornerstone Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Asset Management: $0–$499,999.992.40%
- Asset Management: $500,000–$999,999.991.90%
- Asset Management: Over $1,000,0001.40%
- Retirement Account: $0–$499,999.992.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 90
- Offices listed on AdvisorFinder:
- 45
- Main office:
- Des Peres, MO
- SEC file number:
- 801-76973
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Cornerstone Wealth Management, LLC
Showing 12 of 90 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blake M Swenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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