Ken Stansbury, MBA CWM Planning/ LPL Financial

Ken Stansbury, MBA CWM Planning/ LPL Financial My mission is to partner with my clients (individuals, families, businesses) and help their aspirations and financial dreams into realities. Member FINRA/SIPC.

My dedication is firmly rooted in my goal to provide high-quality comprehensive financial service. From the creation of your unique financial plan that addresses your needs and concerns to implementing the plan, I will always put your interest first. Awards Named as one of the top 20 outstanding young professionals in Lafayette and was a recipient of the 20 under 40 Award as the class of 2015 --Winners are outstanding entrepreneurs, executives, managers, and professionals in public, private, or non profit sectors and are chosen based on such values as achievement, experience and innovation, vision, leadership, and community involvement. Products and Services
* Retirement and College Planning
* Mutual Funds
* Individual Stocks and Bonds
* Annuities and other tax-efficient investments
* Domestic and Foreign Securities
* Alternative Investments
* Insurance (Life, Disability Income, Long Term Care)
* Group Retirement Plans (SIMPLE IRA, 401k, 403B)

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org
www.sipc.org

Third party post on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Today we honor the courage, sacrifice, and service of all who have worn the uniform. Thank you to our veterans and their...
11/11/2025

Today we honor the courage, sacrifice, and service of all who have worn the uniform. Thank you to our veterans and their families for your strength and dedication. Your service will never be forgotten.

Looking forward to spending time with the 705!  Great organization for young professionals.
07/31/2025

Looking forward to spending time with the 705! Great organization for young professionals.

Pull up a chair and pour a cup—this members-only edition of our Coffee With Series features Lafayette Parish Councilman Ken Stansbury. Known for his thoughtful approach to leadership, Councilman Stansbury brings a unique blend of civic insight, financial expertise, and military service to the conversation.

These gatherings are designed to connect our members directly with local leaders for off-the-record, coffee-fueled dialogue. Seating is intentionally limited to keep the discussion candid and conversational—and no two events are ever the same.

Coffee will be provided. Come ready to listen, ask questions, and leave with a deeper understanding of what’s brewing in Lafayette Parish.

Reserve your spot today 👉https://www.eventbrite.com/e/coffee-with-ken-stansbury-lafayette-parish-councilman-tickets-1527844848069?aff=oddtdtcreator

04/29/2025

news! Today marks a bittersweet but exciting milestone — we’re changing our name from Cornerstone Financial Group to CWM Planning (short for Cornerstone Wealth Management). This new name better reflects our focus: helping clients build their futures through wealth management and financial planning.We’ve also moved to a new and larger space at 325 Settlers Trace Blvd, giving us room to grow and better serve you. Thanks for being part of our journey!

Address

325 Settlers Trace Boulevard Suite 101
Lafayette, LA
70508

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