Thomas "Casey" Loper
Cornerstone Wealth Management
2738 E 51st St Suite 200
Tulsa, OK 74105
9187797338
About Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
See Disclosures
General Information
Firm Start Year
CRD#
5199516
Firm CRD#
164666
States Licensed in
OK, TX, AR, KS,
Years of Experience in Financial Services
17
Number of Years with Current Firm
5
Work Experience
12 years advisor at Edward Jones 5 years LPL/Cornerstone Wealth Management
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 63
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Accident, Casualty, Disability, Property
Firm Information
Advisor's Number of Clients
200
Advisor's Number of Managed Clients
200
Advisor's Number of Planning Clients
200
Assets Managed by Advisor
$92,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
250,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Education
BBA Business - Finance
Northeastern State University
08/01/2002 -05/01/2006
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures