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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

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