Michael Welger has been an investment adviser representative at Cornerstone Professional Advisor Services since April 2015, and is not listed among the firm’s executive officers or direct owners. Michael Welger holds a Bachelor of Science from Plymouth State College.
Cornerstone Professional Advisor Services, LLC is a Garden City, NY firm with $110M under management, 366 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Michael Welger entered the insurance industry in 1981, working for the Home Life Insurance Company. For over the past 30 years, his focus has been planning for closely held businesses and their owners. He works in advanced underwriting of large and problem life and health cases, and in qualified retirement and non-qualified deferred compensation plans.
Michael Welger’s longest registration is the current one, 11 years at Cornerstone Professional Advisor Services since 2015. Before joining Cornerstone Professional Advisor Services in 2015, Michael Welger was registered through Sterne Agee Investment Advisor Services, Inc. and NFP Securities, Inc.
- – present · 11 yearsFreehold, NJ · Adviser representative · Firm CRD 115122
- Sterne Agee Investment Advisor Services, Inc.– · under a yearBirmingham, AL · Adviser representative · Firm CRD 174182
- Sterne Agee Investment Advisor Services, Inc.– · 1 yearFreehold, NJ · Adviser representative · Firm CRD 7365
- NFP Securities, Inc.– · 5 yearsFreehold, NJ · Adviser representative · Firm CRD 42046
- Cadaret Grant & Co Inc– · 1 yearSpring Lake Heights, NJ · Adviser representative · Firm CRD 10641
- American Portfolios Advisors, Inc– · 1 yearHolbrook, NY · Adviser representative · Firm CRD 112697
- Froehlich Financial Group, LTD.– · 4 yearsSpring Lake Heights, NJ · Adviser representative · Firm CRD 117840
Professional designations
Listed by Cornerstone Professional Advisor Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Welger is registered as an investment adviser representative in New Jersey, since April 2015.
- New JerseySince 1 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 October 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 February 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Steven Welger
- CRD
- 1009784
- Firm
- Cornerstone Professional Advisor Services · CRD 115122
- Office
- 31 SCHANCK ROAD, SUITE D, Freehold, NJ 07728
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cpasllc.com
Where does Michael Welger work?
Michael Welger is an investment adviser representative registered through Cornerstone Professional Advisor Services, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Michael Welger a financial advisor?
Yes. Michael Welger has a current investment-adviser registration in New Jersey, through Cornerstone Professional Advisor Services since April 2015.
How many years of experience does Michael Welger have?
Michael Welger has 42 years in the financial industry, since January 1984, across 7 adviser firms.
What exams has Michael Welger passed?
Michael Welger has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1982. FINRA credited Michael Welger with the SIE, which began in October 2018.
Where did Michael Welger work before Cornerstone Professional Advisor Services?
Before Cornerstone Professional Advisor Services, Michael Welger was registered through Sterne Agee Investment Advisor Services, Inc., January 2015 to April 2015; Sterne Agee Investment Advisor Services, Inc., January 2014 to January 2015; NFP Securities, Inc., October 2008 to January 2014; Cadaret Grant & Co Inc, February 2007 to October 2008; American Portfolios Advisors, Inc, August 2005 to November 2006; Froehlich Financial Group, LTD., August 2000 to May 2005.
Where is Michael Welger based?
Michael Welger’s registered office is in Freehold, NJ.
Is Michael Welger registered with FINRA?
Yes. Michael Welger has a current broker registration, under CRD 1009784.
Source: FINRA BrokerCheck
Is Michael Welger a CFP?
Cornerstone Professional Advisor Services lists Michael Welger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Welger’s record?
Search CRD 1009784 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Welger’s full registration record.
