Danielle Pensinger, financial advisor Portland ME

Danielle Pensinger

CRD Number: 7475850
Current Firm: Cornerstone Financial Planning, LLC

Danielle Pensinger (CRD# 7475850) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Financial Planning Portland, ME Sep 2019 - Current 4
Vca Chiquita Animal Hospital Cape Coral, FL Dec 2018 - Sep 2019 < 1
Chiquita Animal Hospital Cape Coral, FL Aug 2014 - Dec 2018 4
Chiquita Animal Hospital Cape Coral, FL Apr 2012 - Aug 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Danielle S. Pensinger
Phone Number: 603-431-1133
Registered State(s):
  • ME
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $327,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, ME, NH, TX

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