About

Independent and In Your Best Interest

Corner Wealth, LLC is an independent financial services firm, founded in 2004. We work independently for you, our client, rather than representing a bank or insurance company. We develop investment strategies and recommend suitable financial products from the whole of the market. We offer no proprietary products and have no quotas to fill. Your investments are selected for you, independently.

We have a virtual practice to support clients throughout the United States.

Two businesspeople shaking hands in a modern office with city view.

Strategic Partnerships

We work in partnership with Cambridge Investment Research, Inc. One of the clearing firms utilized by Cambridge is National Financial Services LLC (NFS). NFS is owned by Fidelity Brokerage Services LLC and is one of the nation's largest clearing firms. They provide our client's account statements, trade confirmations, and other record keeping, operational, clearing and custodial services. Beyond this, NFS offers state of the industry investment and planning solutions. Fidelity Investments is an independent company, unaffiliated with Cambridge.

Cambridge Investment Research Advisors, Inc. supports our advisory services. Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Both companies are located in Fairfield, IA. Cambridge supports over 4,000 independent advisors. They provide IT, operational, compliance, insurance and trading assistance.

Fidelity Investments is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cambridge and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

Check the background of this investment professional on FINRA's BrokerCheck

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Corner Wealth, LCC and Cambridge are not affiliated.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss.

Access Cambridge's Form CRS (Customer Relationship Summary).

About

Independent and In Your Best Interest

Strategic Partnerships

This website uses cookies.