CORNERSTONE FINANCIAL CONSULTING, LLC

CORNERSTONE FINANCIAL CONSULTING, LLC of DEPERE, WI is an SEC-registered investment adviser (CRD 317183). Regulatory assets under management: $51.0M.

Registration

• CRD: 317183
• Type: Registered investment adviser
• Location: 1000 NORTH BROADWAY, DEPERE, WI, 54115
• Phone: 920-243-4188
• Latest filing: 2026-02-25
• Regulatory AUM: $51.0M
• Discretionary AUM: $51.0M
• Clients: 3
• Accounts: 512

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317183 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search