Joshua Richline has been an investment adviser representative at Cornerstone Wealth Partners since February 2025, and is not listed among the firm’s executive officers or direct owners. Joshua Richline holds a B.A. in Finance from Cornerstone University.
Cornerstone Wealth Partners, LLC is an Okemos, MI firm with $146M under management, 429 clients and 8 advisers across 5 offices, as of its August 2026 filing.
Joshua Richline is Investment Advisor of Cornerstone Wealth Partners, based in Grand Rapids, MI. He joined the firm in 2024 on the service side and became an investment advisor in 2025. He works with West Michigan families, helping them set clear goals and build the habits to reach them.
- – present · 1 yearOkemos, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Joshua Richline is registered as an investment adviser representative in Michigan, since February 2025.
- MichiganSince 4 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8022913
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 2525 JOLLY ROAD, SUITE 200, Okemos, MI 48864
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Joshua Richline work?
Joshua Richline is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Richline a financial advisor?
Yes. Joshua Richline has a current investment-adviser registration in Michigan, through Cornerstone Wealth Partners since February 2025.
How many years of experience does Joshua Richline have?
Joshua Richline has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Joshua Richline passed?
Joshua Richline passed the Series 65 in February 2025.
Where is Joshua Richline based?
Joshua Richline’s registered office is in Okemos, MI.
Is Joshua Richline registered with FINRA?
No. Joshua Richline has no current broker registration.
How can I verify Joshua Richline’s record?
Search CRD 8022913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Richline’s full registration record.
