Overland Park, KS Glenwood logo

Overland Park, KS Glenwood Office

Team
Updated today
Cornerstone Securities LLC logo

Cornerstone Securities LLC

Team

Firm-wide stats for Cornerstone Securities LLC

Total advisors

10

Across 6 offices

Clients per advisor

90 High

Avg AUM per client

$233,333 Very Low

HNW client ratio

10% Very Low

About

Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of IARs. Services described in the brochure include IAR‑directed asset management for accounts custodied at Charles Schwab, selection of third‑party advisory programs and REITs, and financial planning or consulting engagements.

Investment decisions are generally made at the IAR level: individual IARs develop portfolio strategies, may exercise limited discretionary authority over security selection and rebalancing, and may use third‑party managers to implement model portfolios. The firm reports approximately $210 million in discretionary assets under management and conducts at least annual client reviews, while allowing clients to impose written investment restrictions and to select third‑party custodians or managers.

What is notable in Cornerstone’s disclosures is that several IARs are dually registered as broker‑dealer representatives and some sell insurance products (life insurance, annuities, long‑term care) for which they receive commissions outside the adviser role; Cornerstone states it does not receive that insurance compensation and discloses steps to mitigate conflicts (including explaining dual compensation and prohibiting double charging). The firm also operates referral/solicitor arrangements with unaffiliated third‑party advisory firms and does not sponsor proprietary products, which shapes how client solutions are selected and implemented compared with many peer teams.

Based on Cornerstone Securities LLC

Expertise

General retirement planning General tax planning Annuities Long-term care insurance

Based on Cornerstone Securities LLC

Location

9270 Glenwood, Suite B

Overland Park KS 66212

Advisors at this office

4

Advisors at this office

user avatar

Greg H

Series 65

Overland Park, KS

Cornerstone Securities LLC

Greg Humphreys is a financial advisor at Cornerstone Securities LLC with a Series 65 designation and six years of industry experience. He previously worked at Harris and Hart LLC, G.E.H.A., Black & Veatch, and Seaboard Foods. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

General retirement planning General tax planning Annuities Long-term care insurance
user avatar

Brian T

Series 63, Series 65

Overland Park, KS

Cornerstone Securities LLC

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

General retirement planning General tax planning Annuities Long-term care insurance
user avatar

Dennus B

Series 63, Series 65, Series 66

Overland Park, KS

Cornerstone Securities LLC

Dennus Bradley Cooper is a financial advisor with Cornerstone Securities LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. His previous roles include positions at Dominion Investor Services, Inc., National Planning Corporation, and Geneos Wealth Management, Inc. Outside of his advisory work, he occasionally places life insurance and annuities through The Cooper Group, where he also manages his business overhead expenses. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of investment adviser representatives. The firm emphasizes IAR-directed asset management, use of third-party advisory programs, and does not sponsor proprietary products, with approximately $210 million in discretionary assets under management.

General retirement planning General tax planning Annuities Long-term care insurance
user avatar

Russell F

Series 66

Overland Park, KS

Cornerstone Securities LLC

Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

General retirement planning General tax planning Annuities Long-term care insurance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)