Depere, WI Office
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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
1000 North Broadway
Depere WI 54115
Advisors at this office
2
Advisors at this office
Carter R
Series 65
Depere, WI
Cornerstone Financial Consulting, LLC
Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.
Walter K
Series 65
Depere, WI
Cornerstone Financial Consulting, LLC
Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.
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