Cornerstone Financial Planning, Inc.
Cornerstone Financial Planning, Inc. (CRD# 151866) is a financial advisory firm headquartered in Appleton, WI. They manage $38,640,000 in 327 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts327ACCOUNTS
Average Account Value$118,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, NC, WI
John Wolf (CRD# 1846080) is an Investment Advisor Representative working at Cornerstone Financial Planning, Inc. in Appleton, WI and has over 29 years of experience in the finance industry. John Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.