Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson
Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence.
At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.
General Information |
| Firm Start Year: | 1996 | |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | TN, MO, TX, FL and GA |
| Number of Years with Current Firm: | 8 |
| Work Experience: | Vondal has been a financial advisor for over 25 years. He was with Edward Jones for 17years before he had the opportunity to open his own firm with Cornerstone Wealth Management in 2015. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds |
| Can meet clients in the following ways: | Email, Our Offices, Video Conference, Phone, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Variable Annuity, Long Term Care |
Firm Information |
| Assets Managed by Advisor: | $62 Million |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 1.35% |
| Additional Details on Charges: | 1.35% up to $1 Million 1% over $Million .75% at $2Million .50% at $3 Million |
Board Positions |
| Organization : | Freed-Hardeman University, Henderson,TN |
| Position : | President Advisory Board |
| Duration : | 2007-Present |
FAQs |
What are your qualifications? What is your education background?B.S Business Administration and Finance Freed-Hardeman University |
How do you charge for your services?Fee Based |
How are you compensated? How will I pay for your services?Fee-Based depending on the size of the portfolio- Fees are deducted Quarterley |
How many clients do you currently manage?300 |
Will you be the only person working with me?No, I also have a team of advisors in St. Louis that help to assist my clients |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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 |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA/SIPC. Investment advise offered through Cornerstone Wealth Management, a registered investment advisor. Cornerstone Wealth Management and all its DBAs are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR,CA,FL,GA,IL,IN,KY,MI,MO,NJ,SC,TN,TX,VA,VI,WV |
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
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 8:30 AM - 3:00 PM |
| TN-Dyersburg, Jackson, Union City, Memphis, Nashville, Franklin, Chattanooga MO-Caruthersville, Cape Girardeau, St. Louis FL-Inverness, Tampa, Orlando GA-Atlanta, Marietta, TX-Dallas, Houston |
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