CORNERSTONE FINANCIAL PLANNING, INC.
CORNERSTONE FINANCIAL PLANNING, INC. of APPLETON, WI is an SEC-registered investment adviser (CRD 151866). Regulatory assets under management: $42.8M.
Registration
- CRD: 151866
- SEC file number: 801-70720
- Type: Registered investment adviser
- 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 | — |
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