Cornerstone Financial Services, Inc.
Firm details
- Headquarters
- Greenfield, Indiana
- CRD number
- 20627
- Registered since
- September 24, 1987
Firm profile
FINTRXOverview
Cornerstone Financial Services, Inc. is registered with the SEC and organized as a corporation. The firm has been registered since 1987 and is individually owned. Publicly available data provide minimal detail about the firm's client segments, service lines, or investment approach; fields for advisory activities and business activities were not populated in the source. The profile indicates the firm does not identify as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Steven Bucksot
CEO & CFOCRD 1532243
Contacts
3 of 3Willard Klink
Registered RepresentativeCRD 837623
Gregory Brewer
President, Financial AdvisorCRD 4673914
Andrew Laubkowski
AgentCRD 6581127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenfield, IN
Hancock
Location
Greenfield, IN
Headquartered in Greenfield, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hancock
- Address
- 119 N Broadway St
- Time zone
- ET (UTC-5)
- Office locations
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