Five Star award winner Alison Hadzic, CFP®

PROFESSIONAL PROFILE

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Alison Hadzic, CFP^®

Financial Planner

Cornerstone Wealth Management

14567 N Outer 40 Rd Ste 520

Chesterfield, MO 63017

Office: 314-391-6777

a.hadzic@lpl.com

Professional Approach

As an independent advisor in Chesterfield, Alison cares deeply for her clients and helping them pursue their life goals through comprehensive financial planning. The most rewarding aspect of her work is seeing clients feel free to enjoy life instead of worrying about their financial future. Alison prides herself on providing exceptional personalized service, ensuring questions and requests are handled promptly and accurately, and building deep relationships with her clients.

Alison walks clients through every step of the financial planning process. She ensures that each client receives excellent service and regular updates on the progress of their investments, and collaborates with other professional advisors, such as attorney and accountants, to enhance clients’ lives through estate planning, risk management and tax planning. In 2024 she started a new venture preparing tax returns to ensure a more comprehensive financial relationship with clients.

Alison’s passion for helping others with financial planning stems from her time as a military spouse. While living in Hawaii in 2006, she began volunteering for the Navy-Marine Corps Relief Society, performing financial counseling and budgeting help to service members and their spouses while her husband deployed to Afghanistan and Iraq. She continued volunteering with The Navy-Marine Corps Relief Society during each subsequent military move to Germany and North Carolina through 2014.

This organization left a huge impression on Alison, and she has been focused on helping others with financial planning ever since. Alison has been affiliated with LPL Financial since 2014, first as a paraplanner with Four Seasons Wealth Management and then with Cornerstone Wealth Management. Alison earned her master’s degree in personal financial planning in 2011 from Kansas State University and has a bachelor’s degree from Iowa State University. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in August 2021.

She and her husband, Emir, a retired U.S. Marine and St. Louis County Police Officer, live with their two boys in St. Louis. Originally from a farm in Iowa, Alison loves to travel and attend rock concerts, but you can also find her reading a good book, trying out a new recipe or watching movies with her boys. She likes to stay active and volunteers regularly with the St. Louis County Police Department’s Military Family Support Team and with her boys’ high school Air Force JROTC program.

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. 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. 2685 St. Louis-area wealth managers were considered for the award; 187 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,691, 167, 6%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2418, 158, 7%, 10/1/22, 1/24/22 - 7/22/22; 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

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.