Walter KowalczykCRD Number: 7133100
Current Firm: Cornerstone Financial Consulting, LLC
Walter Kowalczyk (CRD# 7133100) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has over 3 years of experience in the finance industry.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|Cornerstone Financial Consulting, LLC||Depere, WI||Nov 2021 - Current||1|
|Cornerstone Property Holdings, LLC||Depere, WI||Jan 2021 - Current||2|
|Cornerstone Funding, LLC||Depere, WI||Apr 2020 - Current||2|
|Cornerstone Financial Consulting, LLC||Depere, WI||Apr 2017 - Current||5|
|Clear Mission Networking||Depere, WI||Jan 2010 - Current||13|
|Sportsfaith||Depere, WI||Apr 2005 - Current||17|
|Cornerstone Benefits Consulting, LLC||Green Bay, WI||Apr 1997 - Current||25|
|Ausdal Financial Partners, Inc.||Davenport, IA||Jun 2019 - Nov 2021||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management11MILLIONS
Total Number of Accounts205ACCOUNTS
Average Account Value$54,878
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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