Cornerstone Financial Consulting, LLC
Cornerstone Financial Consulting, LLC (CRD# 317183) is a financial advisory firm headquartered in De Pere, WI. They manage $19,500,000 in 298 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Cornerstone Financial Consulting, LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$65,436
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, OH, WI
Financial Advisors at Cornerstone Financial Consulting, LLC
1
Walter Kowalczyk (CRD# 7133100) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has over 5 years of experience in the finance industry.
2
Joshua Settle (CRD# 7697097) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.