Five Star award winner Donald P. Aulbert, II

PROFESSIONAL PROFILE

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Donald P. Aulbert, II

Partner / Financial Consultant

Cornerstone Wealth Management, LLC.

7417 Mexico Rd

St Peters, MO 63376

Office: 636-397-6200

Cell: 636-751-9052

donald.aulbert@lpl.com
https://www.donaulbert.com/

Professional Approach

Don Aulbert is a financial advisor committed to providing holistic financial advice and personalized service. Specializing in comprehensive wealth accumulation, preservation and transfer strategies, he offers the knowledge and experience required to work toward the needs of successful individuals, families, businesses and charitable organizations. Using an objective and client-centered approach, Don strives to build long-lasting relationships with his clients based on integrity, service and respect.

He is passionate about helping clients through his customized financial planning process, called Financial GPS. Working closely with clients to evaluate their current situation and identify short- and long-term goals, Don then designs a financial plan that lays out a path for clients to follow toward their objectives.

Don is a graduate of the University of Missouri – St Louis. After graduation, he began a stellar career in law enforcement and received several commendations for service, including the Creve Coeur Fire Protection District Meritorious Service Award for Outstanding Service Rendered Above and Beyond the Call of Duty. From 2000 to 2008, Don worked as a financial advisor for Edward Jones and Wachovia Securities (Wells Fargo Advisors). In 2009, Don moved his practice to Cornerstone Wealth Management, choosing to be an independent advisor so he can be objective in his financial guidance with clients. He became a partner of Cornerstone in 2011 and serves on the executive management team to help execute the strategic vision of the firm.

Active in several charitable and community efforts, Don is a stalwart member of Church on the Rock, where he and his wife, Alessandra, lead their local motorcycle ministry through the Christian Motorcyclists Association. Don is also on the board of the Stallions Baseball Club, a member of the St. Louis Amateur Baseball Association.

Don and Alessandra have two wonderful children, Donald and Brendyn, both of whom are married and living in Kansas City. Don enjoys riding motorcycles with his wife, spending time with his family, fishing and all sporting events.

See Accomplishments

This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/22/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2418 St. Louis-area wealth managers were considered for the award; 158 (7% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 2683, 164, 6%, 10/1/21, 12/28/20 - 8/6/21; 2020: 2431, 170, 7%, 10/1/20, 1/6/20 - 8/7/20; 2019: 2481, 185, 7%, 10/1/19, 1/14/19 - 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 - 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 - 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 - 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 - 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 - 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 - 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 - 8/11/11.

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Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Cornerstone Wealth Management, a registered investment advisor and separate entity from LPL Financial

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.