Appleton, WI Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cornerstone Financial Consulting, LLC
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Firm-wide stats for Cornerstone Financial Consulting, LLC
About
Cornerstone Financial Consulting serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable entities and retirement plans. The firm provides discretionary and non‑discretionary asset management, ongoing financial planning, and ERISA plan advisory services (including limited‑scope 3(21) fiduciary work).
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with ongoing monitoring and quarterly reporting from the custodian. Cornerstone’s investment processes draw on a mix of strategies (long‑ and short‑term purchases, trading) and use technical and charting analysis, permit client‑imposed restrictions, and allow the firm to appoint independent sub‑advisers under discretionary authority.
Compared with many peers of similar size, Cornerstone is notable for sponsoring a wrap fee program and for the firm owner’s affiliated insurance practice, which is disclosed and may result in commission‑based compensation for insurance products. The owner also operates related tax and property businesses and the firm explicitly provides ERISA plan services and the ability to aggregate household accounts, features that can affect how clients’ advisory relationships are structured.
Expertise
Demographic focus
Location
602 N. Waldoch Drive
Appleton WI 54913
Advisors at this office
1
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