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
1000 North Broadway, De Pere, WI 54115
https://www.linkedin.com/in/matt-kowalczyk-0b506737/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KY, OH, WI

Financial Advisors at Cornerstone Financial Consulting, LLC
Showing 1 - 2 of 2 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 5 years of experience in the finance industry.

2
Joshua Settle, financial advisor De Pere WI
Joshua S. Settle
CRD#: 7697097
1000 North Broadway, De Pere, WI 54115

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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