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Allison Cerven

Advisor at Cornerstone Financial Group, LLC

Updated today

Location

Stanton, IA

Credentials

CFP®, Series 65

Industry experience

11 years

About

Allison Cerven is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Cornerstone Financial Group, LLC, where she has been since 2024. Her prior experience includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis with asset allocation as the primary driver.

Client services

Based on Cornerstone Financial Group, LLC

Financial planning Portfolio management

Expertise

Based on Cornerstone Financial Group, LLC

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial plans range from $5,000 to $25,000 depending on complexity

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.30%

Project-based

Up to $500 per hour

Other

Fee-only: Hourly fee up to $500; Fixed fees for financial plans range from $5,000 to $25,000 depending on complexity

Location

Stanton, IA

Most active in

Iowa · Nebraska

Work history

Cornerstone Financial Group, LLC

2024 - Present (2 years)

TS Bank

2022 - 2024 (2 years)

TS Bank

2021 - 2022 (1 year)

Callahan Financial Planning Company

2017 - 2021 (4 years)

Callahan Financial Planning Company

2016 - 2021 (5 years)

Callahan Financial Planning Company

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul J

Series 66

Red Oak, IA

Edward Jones

Paul Jackson is a financial advisor at Edward Jones with three years of industry experience. He previously worked at LPL Financial and has owned several small businesses, including Silver Cloud Aerial Photography and Heritage Laundry Service. Jackson also served with the Omaha Fire Department for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions and advisory services through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Bryon B

Series 63, Series 66

Red Oak, IA

Edward Jones

Bryon Beins is a financial advisor with Edward Jones in Red Oak, IA, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Pacific Select Distributors and Pacific Life from 2008 to 2017, and operated Beins Marketing and Consulting from 2005 to 2017. Outside of his advisory work, he owns and manages EntertainU, LLC, a haunted house business in Council Bluffs, IA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Andrew R

Series 66

Red Oak, IA

Edward Jones

Andrew Rea is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at United Group Insurance and has held various roles in pharmacy operations and event services. He also owns OceanGrenade Productions, a business providing sound and lighting services for events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrew F

Series 66

Villisca, IA

LPL Financial

Andrew Focht is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, USA Financial Securities, Miller Financial Group Inc, and Voya Financial Advisors. Outside of his advisory work, he serves as a firefighter in Villisca, Iowa, and is engaged in farming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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