Samuel DeGoffau 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.
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.
Sam DeGoffau is Investment Advisor of Cornerstone Wealth Partners, based in Okemos, MI. He joined the firm in 2023 and became an investment advisor in 2026. He works on Evan Vanderwey's team, helping build family strategies and making sure clients get quick answers about their accounts.
- – present · under a yearOkemos, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Samuel DeGoffau is registered as an investment adviser representative in Michigan, since June 2026.
- MichiganSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8307174
- 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 Samuel DeGoffau work?
Samuel DeGoffau 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 Samuel DeGoffau a financial advisor?
Yes. Samuel DeGoffau has a current investment-adviser registration in Michigan, through Cornerstone Wealth Partners since June 2026.
How many years of experience does Samuel DeGoffau have?
Samuel DeGoffau has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Samuel DeGoffau passed?
Samuel DeGoffau passed the Series 65 in June 2026.
Where is Samuel DeGoffau based?
Samuel DeGoffau’s registered office is in Okemos, MI.
Is Samuel DeGoffau registered with FINRA?
No. Samuel DeGoffau has no current broker registration.
How can I verify Samuel DeGoffau’s record?
Search CRD 8307174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel DeGoffau’s full registration record.
