Willard KlinkCRD Number: 837623
Current Firm: Cornerstone Advisory, LLC
Willard Klink (CRD# 837623) is an Investment Advisor Representative working at Cornerstone Advisory, LLC in Greenfield, IN and has over 38 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
Park Avenue Securities LLC
|Cornerstone Financial Services, Inc.||Greenfield, IN||Sep 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management14MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$126,780
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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