Cornerstone Financial Group,llc

Cornerstone Financial Group,llc (CRD# 129246) is a financial advisory firm headquartered in Omaha, NE. They manage $47,066,326 in 361 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $130,378
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NE

Financial Advisors at Cornerstone Financial Group,llc
Showing 1 - 2 of 2 top financial advisors.
1
Dale R. Engskov
CRD#: 1289482
11225 Davenport Street, Suite 102, Omaha, NE 68154
96
Wealthminder
score

Dale Engskov (CRD# 1289482) is an Investment Advisor Representative working at Cornerstone Financial Group,llc in Omaha, NE and has over 32 years of experience in the finance industry.

2
David D. Hoppen
CRD#: 2694705
11225 Davenport Street, Suite 102, Omaha, NE 68154
93
Wealthminder
score

David Hoppen (CRD# 2694705) is an Investment Advisor Representative working at Cornerstone Financial Group,llc in Omaha, NE and has over 20 years of experience in the finance industry.

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