William Wiarda has been an investment adviser representative at Cornerstone Wealth Partners since June 2020, and is not listed among the firm’s executive officers or direct owners. William Wiarda holds a B.A. in English from Grand Valley State 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.
William Wiarda is Investment Advisor of Cornerstone Wealth Partners, based in Grand Rapids, MI. He joined the firm in 2015 as an account manager and later became an advisor. He works with families who have paid off their debt and are ready to invest, and he occasionally leads Financial Peace University classes.
- – present · 6 yearsGrand Rapids, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
William Wiarda is registered as an investment adviser representative in Texas, as a resident of Texas, since February 2025.
- TexasResidentSince 7 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William A. Wiarda
- CRD
- 7268659
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 1600 EAST BELTLINE AVE., SUITE 217, Grand Rapids, MI 49525
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does William Wiarda work?
William Wiarda is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is William Wiarda a financial advisor?
Yes. William Wiarda has a current investment-adviser registration in Texas, through Cornerstone Wealth Partners since June 2020.
How many years of experience does William Wiarda have?
William Wiarda has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has William Wiarda passed?
William Wiarda passed the Series 65 in June 2020.
Where is William Wiarda based?
William Wiarda’s registered office is in Grand Rapids, MI.
Is William Wiarda registered with FINRA?
No. William Wiarda has no current broker registration.
How can I verify William Wiarda’s record?
Search CRD 7268659 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Wiarda’s full registration record.
