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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Cornerstone Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
John W. Wolf
CRD#: 1846080
5601 West Grande Market Drive, Suite E, Appleton, WI 54913

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.

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