Steven Vanderwey has been an investment adviser representative at Cornerstone Wealth Partners since November 2009, and is not listed among the firm’s executive officers or direct owners. Steven Vanderwey holds a B.A. in Business and Finance from Calvin College.
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.
Steve Vanderwey is Founder and Investment Advisor of Cornerstone Wealth Partners, based in Grand Rapids, MI. He helped start the firm in 2008 and works with families at its Grand Rapids office on long-range strategy, retirement timing and what they want to leave the next generation. A few times a year he gives a presentation on investing and money at the Grand Rapids Investor Coaching Series evenings.
- – present · 16 yearsGrand Rapids, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Steven Vanderwey is registered as an investment adviser representative in Texas, since September 2019.
- TexasSince 30 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Sidney Vanderwey
- CRD
- 5502082
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 1600 East Beltline Avenue, N.E., Suite 217, Grand Rapids, MI 49525
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Steven Vanderwey work?
Steven Vanderwey is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is Steven Vanderwey a financial advisor?
Yes. Steven Vanderwey has a current investment-adviser registration in Texas, through Cornerstone Wealth Partners since November 2009.
How many years of experience does Steven Vanderwey have?
Steven Vanderwey has 16 years in the financial industry, since November 2009, across 1 adviser firm.
What exams has Steven Vanderwey passed?
Steven Vanderwey passed the Series 65 in December 2007.
Where is Steven Vanderwey based?
Steven Vanderwey’s registered office is in Grand Rapids, MI.
Is Steven Vanderwey registered with FINRA?
No. Steven Vanderwey has no current broker registration.
How can I verify Steven Vanderwey’s record?
Search CRD 5502082 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Vanderwey’s full registration record.
