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CORNERSTONE FINANCIAL CONSULTING, LLC
CRD 317183
1000 NORTH BROADWAY, DEPERE, WI, 54115, United States
Phone
920-243-4188
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.0M
Discretionary AUM
$51.0M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 487 | $22.0M |
| High net worth individuals | 25 | $29.0M |
All web addresses on file
Official SEC filing: View on IAPD