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    Paladin Research Report For:

    Thomas "Casey" Loper

    Cornerstone Wealth Management

    2738 E 51st St Suite 200
    Tulsa, OK 74105
    918-779-7338
    Visit Website
    https://www.tclwm.com/

    About Thomas "Casey" Loper

    T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.

    See Disclosures

    General Information

    CRD#
    • 5199516
    Firm CRD#
    • 164666
    States Licensed in
    • OK, TX, AR, KS,
    Years of Experience in Financial Services
    • 17
    Number of Years with Current Firm
    • 5
    Work Experience
    • 12 years advisor at Edward Jones 5 years LPL/Cornerstone Wealth Management
    Work with the following types of clients
    • Non-Profit Organizations, Businesses, Individual Investors
    Advisory Services Provided
    • Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Securities Licenses
    • Series 7, Series 63
    Insurance and Annuity Licenses
    • Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Accident, Casualty, Disability, Property

    Firm Information

    Advisor's Number of Clients
    • 200
    Advisor's Number of Managed Clients
    • 200
    Advisor's Number of Planning Clients
    • 200
    Assets Managed by Advisor
    • $92,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • 250,000
    Compensation Methods
    • Based on Assets, Hourly, Flat Fee

    Education

    BBA Business - Finance

    Northeastern State University
    08/01/2002 -05/01/2006

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    LPL ADV 2A

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

    Paladin Advisors

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