Cornerstone Financial Consulting, LLC
Firm details
- Headquarters
- De Pere, Wisconsin
- CRD number
- 317183
- Website
- cornerstonefinancial.llc
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, AMERITAS INVESTMENT COMPANY, LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.86%
- Individuals43.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Financial Consulting, LLC is an independent, individual‑owned registered investment adviser operating as a limited liability company. The firm serves primarily individual and family clients and bills on a percentage‑of‑AUM and fixed‑fee basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
3 of 3
Walter Kowalczyk
OwnerCRD 7133100
Julie Huth
Tax ConsultantCRD 4951301
Carter Rivers
Tax and Financial AdvisorCRD 8185411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
De Pere, WI
Brown
Location
De Pere, WI
Headquartered in De Pere, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- Brown
- Address
- 1000 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
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