James Cornehlsen, financial advisor Colorado Springs CO
90 score

James Cornehlsen

CRD Number: 4589630
Current Firm: Capstone Investment Financial Group, LLC

James Cornehlsen (CRD# 4589630) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capstone Investment Financial Group, Inc. Colorado Springs, CO Mar 2014 - Current 2
Dunn Warren Investment Advisors, LLC Denver, CO Oct 2001 - Current 15

James Cornehlsen has no recent exams reported.
Contact Info for James B. Cornehlsen
Phone Number: 877-491-7514
Registered State(s):
  • AZ
  • FL
  • LA
  • MO
  • NE
  • TX
  • CA
  • CO
  • MI
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $77,748
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, LA, MA, MI, MO, NE, NJ, OR, TX, UT, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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