Cornerstone Wealth Management
45yrs
Top advisor by experience at Cornerstone Wealth Management
23yrs
Patrick Lodes is a fiduciary financial advisor in Des Peres, Missouri, with 23 years in the industry. Patrick joined LPL Financial in 2023, after ten years at Cornerstone Wealth Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 67 advisors with offices in Des Peres, and one of 63 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Missouri
Office13358 Manchester Rd Suite 200, Des Peres, MO 63131
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2012 – 2023Cornerstone Wealth Management, LLCPreviously
Contact Patrick
Local office(314) 394-1670Ask for Patrick. (704) 733-3300Main office · Fort Mill, SC 13358 Manchester Rd Suite 200Des Peres, MO 63131Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (314) 394-1670 or the LPL Financial main office at (704) 733-3300, and ask for Patrick Lodes.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Missouri.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cornerstone Wealth Management
40yrs
Top 3% by experience in Des Peres
LPL Financial
33yrs
Top 4% by experience in Des Peres
Cornerstone Wealth Management
33yrs
Top 6% by experience in Des Peres
Cornerstone Wealth Management
32yrs
Top 7% by experience in Des Peres
Cornerstone Wealth Management
31yrs
Top 9% by experience in Des Peres