Douglas
LPL Financial Advisor at Cornerstone Wealth Advisors
- Role
- Financial Advisor at Cornerstone Wealth Advisors
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Douglas
Prior to co-founding Cornerstone Wealth Advisors, I served as a Financial Advisor with Waddell & Reed and an Investment Consultant with TD Ameritrade. I chose to bring my years of experience to my own practice with Cornerstone Wealth Advisors. I strive not only deliver a comprehensive financial plan focusing on my clients’ specific goals and concerns, but also take the time to inform and keep them involved throughout the process. I believe my attention to detail and connection with clients on a personal level create the foundation for continuity of care across multiple generations. My wife, Brandi, and I have one son, Kody. We reside just outside of Gretna, Nebraska where I coach my son’s travel baseball team and donate my time to local events and fundraisers. I graduated from the University of Nebraska-Omaha in 2001, with a BSBA in Banking and Finance. Securities and Investment Advisory Services offered through LPL Financial, Member FINRA and SIPC
Experience
Financial Advisor
Jul 2021 — Present · Omaha, NE, US
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Cornerstone Wealth Advisors and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Banking and Finance
1997 — 2001
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.