Maxwell Beals has been an investment adviser representative at Cornerstone Wealth Partners since June 2026, and is not listed among the firm’s executive officers or direct owners. Maxwell Beals holds a Bachelor's degree in Marketing from Northwood 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.
Maxwell Beals is Investment Advisor of Cornerstone Wealth Partners, based in Okemos, MI. He joined the firm in 2025 in client services and became an investment advisor in 2026. He works on Evan Vanderwey's team, supporting family strategies and handling the account work that keeps client accounts running.
- – present · under a yearOkemos, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Maxwell Beals is registered as an investment adviser representative in Michigan, since June 2026.
- MichiganSince 29 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8306356
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 2525 JOLLY ROAD, SUITE 200, Okemos, MI 48864
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Maxwell Beals work?
Maxwell Beals is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Beals a financial advisor?
Yes. Maxwell Beals has a current investment-adviser registration in Michigan, through Cornerstone Wealth Partners since June 2026.
How many years of experience does Maxwell Beals have?
Maxwell Beals has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Maxwell Beals passed?
Maxwell Beals passed the Series 65 in June 2026.
Where is Maxwell Beals based?
Maxwell Beals’ registered office is in Okemos, MI.
Is Maxwell Beals registered with FINRA?
No. Maxwell Beals has no current broker registration.
How can I verify Maxwell Beals’ record?
Search CRD 8306356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Beals’ full registration record.
