← Back to searchVisit website
CORNERSTONE FINANCIAL PLANNING, INC.
CRD 151866 · SEC 801-70720
5601 WEST GRANDE MARKET DRIVE, SUITE E, APPLETON, WI, 54913, United States
Phone
920-993-1526
Fax
920-993-1527
Registration
— (—)
Source
State registered
Total AUM
$42.8M
Discretionary AUM
$42.8M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $26.6M |
| High net worth individuals | 11 | $16.2M |
All web addresses on file
Official SEC filing: View on IAPD