Cornerstone Financial Group,llc

Cornerstone Financial Group,llc (CRD# 129246) is a financial advisory firm headquartered in Omaha, NE. They manage $66,644,017 in 398 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11225 Davenport Street,, Suite 102, Omaha, NE 68154
https://www.linkedin.com/in/davehoppen/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $167,447
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
The map below shows states where this firm has explicit registration only.

IA, NE

Financial Advisors at Cornerstone Financial Group,llc
Showing 1 - 2 of 2 top financial advisors.
1
David Hoppen, financial advisor Omaha NE
David D. Hoppen
CRD#: 2694705
11225 Davenport Street, Suite 102, Omaha, NE 68154

David Hoppen (CRD# 2694705) is an Investment Advisor Representative working at Cornerstone Financial Group,llc in Omaha, NE and has over 28 years of experience in the finance industry.

2
Spencer Schwarting, financial advisor Omaha NE
Spencer D. Schwarting
CRD#: 6444213
11225 Davenport Street,, Suite 102, Omaha, NE 68154

Spencer Schwarting (CRD# 6444213) is an Investment Advisor Representative working at Cornerstone Financial Group,llc in Omaha, NE and has over 8 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals