Investment adviser · CRD 151866

CORNERSTONE FINANCIAL PLANNING, INC.

Investment adviser filing (IA)

APPLETON, WI, United States · Form ADV filed May 3, 2012

Regulatory AUM
$26M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

5750 WEST GRANDE MARKET DR
APPLETON, WI, 54913, United States

CRD 151866

Filing source

Form ADV 645064 · May 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.