Cornerstone Financial Consulting, LLC

Cornerstone Financial Consulting, LLC (CRD# 317183) is a financial advisory firm headquartered in De Pere, WI. They manage $11,250,000 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1000 North Broadway, De Pere, WI 54115
https://www.yourcornerstone.net
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $54,878
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Cornerstone Financial Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Walter Kowalczyk, financial advisor De Pere WI
Walter M. Kowalczyk
CRD#: 7133100
1000 North Broadway, De Pere, WI 54115

Walter Kowalczyk (CRD# 7133100) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has over 4 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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