Dennis Channer has held the title Member at Cornerstone Investment Advisors since September 2001, is a control person of the firm and directly owns between 25% and 50% of it.
Cornerstone Investment Advisors, LLC is a Boulder, CO firm with $181M under management, 122 clients and 2 advisers in one office, as of its March 2026 filing.
Dennis Channer is with Cornerstone Investment Advisors in Boulder, Colorado. He has 42 years of wealth management experience, including work as a Certified Financial Planner, Registered Investment Advisor, Certified Public Accountant and Controller. He is the former Senior Consultant and Vice President of Portfolio Management Consultants.
Dennis Channer’s longest registration is the current one, 24 years at Cornerstone Investment Advisors since 2001. Before joining Cornerstone Investment Advisors in 2001, Dennis Channer was registered through Channer/Rauhauser, LLC.
- – present · 24 yearsBoulder, CO · Adviser representative · Firm CRD 116447
- Channer/Rauhauser, LLC– · 9 yearsNederland, CO · Adviser representative · Firm CRD 114692
Professional designations
Listed by Cornerstone Investment Advisors
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Accredited Estate Planner (AEP®)
Investment adviser representative registrations
Dennis Channer is registered as an investment adviser representative in Colorado, since November 2001.
- ColoradoSince 30 November 2001
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 November 1990 |
| Series 7 | General Securities Representative Examination | 21 March 1987 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dennis Eldon Channer
- CRD
- 1644005
- Firm
- Cornerstone Investment Advisors · CRD 116447
- Role
- Member
- Office
- 1790 38TH STREET, SUITE 207, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cstoneinvest.com
Where does Dennis Channer work?
Dennis Channer has held the title Member at Cornerstone Investment Advisors, LLC since September 2001, and is a control person of the firm.
Is Dennis Channer a financial advisor?
Yes. Dennis Channer has a current investment-adviser registration in Colorado, through Cornerstone Investment Advisors since November 2001.
How many years of experience does Dennis Channer have?
Dennis Channer has 25 years in the financial industry, since December 2000, across 2 adviser firms.
What exams has Dennis Channer passed?
Dennis Channer has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 1987.
Where is Dennis Channer based?
Dennis Channer’s registered office is in Boulder, CO.
Is Dennis Channer registered with FINRA?
No. Dennis Channer has no current broker registration.
Is Dennis Channer a CFP?
Cornerstone Investment Advisors lists Dennis Channer with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Dennis Channer, CPA, CFP®, AEP® biography, cstoneinvest.com
How can I verify Dennis Channer’s record?
Search CRD 1644005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dennis Channer’s full registration record.