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Genevieve Cornish

Advisor at Stratos Wealth Partners, Ltd — Lakeville, MN

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Lakeville, MN 55044

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

381

Across 131 offices

Clients per advisor

65 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Genevieve Cornish is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC and Northwestern Mutual. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model with an open-architecture approach, integrating multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management and a range of financial planning and investment solutions.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Stratos Wealth Partners, Ltd

Founder/Business Owner Executive Retired Self-Employed

Demographic focus

Based on Stratos Wealth Partners, Ltd

HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement

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Fee options

Fixed

Flat fees for financial plans and asset management services (max 2.0%)

Percentage

$0+: Up to 2.0% annually (maximum fee) $250,000+: varies per program for LPL PWP (minimum $250k) $10,000+: 2.5% maximum for LPL OMP $25,000+: varies for LPL MWP with max 2.83% $100,000+: 1.2% max for LPL SMS $5,000+: 1.35% max for LPL GWP $100,000+: varies for Schwab Managed Account Select and Access programs

Commissions

IARs who are registered representatives may earn commissions for brokerage sales through LPL; SWP itself does not earn commissions from advisory accounts

Project-based

Typical hourly fees up to $500 per hour; may be higher in some cases

Subscriptions

Subscription financial planning fees are negotiable, charged on monthly or quarterly basis, sometimes with onboarding fees

Other

Account minimum: $10,000 Fee-only: Financial planning fees negotiable; hourly rates up to $500/hr; subscription fees negotiable on monthly or quarterly basis; flat fees may be charged for financial plans or asset management services (max 2.0%)

Location

See office

Lakeville, MN

Lakeville MN

Advisors at this office

1

Most active in

California · Minnesota

Work history

1 year of industry experience

Stratos Wealth Partners, Ltd.

2026 - Present • 1 year

Lakeville, MN

LPL Financial LLC

2025 - Present • 1 year

Lakeville, MN

Northwestern Mutual Wealth Management Company

2025 - 2025 • 1 year

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2024 - 2025 • 1 year

Minneapolis, MN

Northwestern Mutual Life Insurance Company

2024 - 2025 • 1 year

Milwaukee, WI

Mark Heurung

2024 - 2024 • 1 year

Minneapolis, MN

Minnesota Autism Center

2023 - 2024 • 1 year

Minnetonka, MN

Mark Heurung

2022 - 2023 • 1 year

Minneapolis, MN

CBIZ Insurance Services Inc

2019 - 2022 • 3 years

Minneapolis, MN

Arthur J Gallagher

2016 - 2019 • 3 years

Bloomington, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

Vinepath Wealth LLC

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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Bradley H

Series 65, Series 63

Savage, MN

Sword and Shield Solutions LLC

Bradley Hesselberg is the principal advisor at Sword and Shield Solutions LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Gradient Investments, LLC and Gradient Wealth Management. Outside of advisory work, he is a licensed insurance agent. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, primarily serving a single client. The firm employs client-approved investment strategies involving fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for client portfolios.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Scott L

Series 63, Series 66

Prior Lake, MN

Strategic Finance & Management, LLC

Scott Langguth is a financial advisor with Strategic Finance & Management, LLC in Prior Lake, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including a prior role at SPC. Outside of his advisory work, he assists with tax preparation for family members. Strategic Finance & Management, LLC is a small independent advisory firm serving individuals and various institutional clients. The firm offers investment management, financial planning, consulting, and estate management, using a mix of analytical approaches to portfolio construction and providing educational seminars.

Options & derivatives strategies
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Kevin K

Series 63, Series 66

Bloomington, MN

Kruger Wealth Management, Inc.

Kevin Kruger is the sole advisor at Kruger Wealth Management, Inc. in Bloomington, MN, with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at his current firm since 2017, having previously been with SII Investments, Inc. from 2013 to 2017. In addition to his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products. Kruger Wealth Management serves individuals and small business owners by identifying investment objectives and referring clients to independent third-party advisory firms for asset management. The firm provides written financial plans and hosts no-fee public educational workshops, focusing on long-term investment strategies through a solicitor/referral model.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Richard M

CFP®, PFS™, Series 63

Prior Lake, MN

Compass Private Wealth Consulting, LLC

Richard Miller is a CFP® and PFS™ credentialed financial advisor with 18 years at Compass Private Wealth Consulting, LLC and over 26 years of experience including his tenure at RSM McGladrey, Inc. He maintains an active CPA practice focused on individual tax return preparation during tax season. Compass Private Wealth Consulting is an independent, fee-only firm managing approximately $18.2 million for about 35 clients. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and charitable organizations, using mutual funds, ETFs, and individual equities with both fundamental and technical analysis.

Debt management Business succession planning General retirement planning Cash flow / budgeting
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