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Genevieve Cornish

Advisor at Stratos Wealth Partners, Ltd — Lakeville, MN

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Lakeville, MN 55044

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

380

Across 130 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., holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at LPL Financial, Northwestern Mutual, and CBIZ Insurance Services, among others. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through a network of around 366 advisors. The firm offers a range of financial planning and investment management services utilizing an open-architecture platform with access to both advisor-managed and model-based strategies.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Based on Stratos Wealth Partners, Ltd

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning services; IAR-negotiated and client agreed prior to services.

Percentage

$0+: up to 2.0% annually (maximum annual advisory fee for SWM and other advisor-managed non-wrap accounts) $5,000+: minimum account value required to enroll in GWP Managed Service (an LPL Financial sponsored advisory program) $10,000+: minimum account value required for SWM and advisor-managed non-wrap accounts $10,000+: minimum account size for LPL Financial Optimum Market Portfolios (OMP) program $25,000+: minimum account size for LPL Financial Model Wealth Portfolios (MWP) program $100,000+: minimum account size for LPL Financial Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: minimum account size for LPL Financial Personal Wealth Portfolios Program (PWP) $250,000+: minimum investment for Envestnet ONE Unified Managed Account (UMA)

Commissions

Certain IARs are registered representatives of LPL Financial and may earn commissions for securities and insurance products sold outside advisory accounts.

Project-based

Hourly consulting services typically up to $500 per hour; fees negotiated by IARs.

Subscriptions

Subscription financial planning services with recurring negotiated fees on monthly or quarterly basis, possibly with onboarding fees.

Other

Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500 per hour, flat fees, subscription fees negotiable by IARs, with onboarding fees possible for subscription services.

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

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

Grainger

2014 - 2016 • 2 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

PairOne Private Wealth

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 an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of 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 at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.

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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