Cornerstone Financial Services, Inc.

Cornerstone Financial Services, Inc. (CRD# 20627) is a financial advisory firm headquartered in Greenfield, IN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

IN

Financial Advisors at Cornerstone Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Melvin C. Brewer
CRD#: 727494
1345 Brookville Way, Ste. C, Indianapolis, IN 46239
96
Wealthminder
score

Melvin Brewer (CRD# 727494) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Indianapolis, IN and has over 35 years of experience in the finance industry.

2
Steven L. Bucksot
CRD#: 1532243
168 Yorkshire Blvd. W., Indianapolis, IN 46229
96
Wealthminder
score

Steven Bucksot (CRD# 1532243) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Indianapolis, IN and has over 30 years of experience in the finance industry. Steven Bucksot 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.

3
Gregory J. Brewer
CRD#: 4673914
325 East Main Street, Greenfield, IN 46140
81
Wealthminder
score

Gregory Brewer (CRD# 4673914) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Greenfield, IN and has over 13 years of experience in the finance industry.

4
Willard D. Klink
CRD#: 837623
325 East Main Street, Greenfield, IN 46140
48
Wealthminder
score

Willard Klink (CRD# 837623) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Greenfield, IN and has over 32 years of experience in the finance industry.

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