# CORNERSTONE FINANCIAL PLANNING, INC.

CORNERSTONE FINANCIAL PLANNING, INC. of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 151866
- Type: SEC-registered investment adviser
- SEC file number: 801-70720
- Location: 5601 WEST GRANDE MARKET DRIVE, APPLETON, WI, 54913
- Phone: 920-993-1526
- Latest filing: 2026-02-06
- Regulatory AUM: $42.8M
- Discretionary AUM: $42.8M
- Clients: 3
- Accounts: 357

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| WOLF JOHN WILLIAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151866/similar
- Related entities: https://search.stillhousedata.com/firm/151866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.