Steven L. Bucksot

CORNERSTONE ADVISORY

Greenfield, IN 46140

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CRD#: 1532243

Professional summary

Steven Leigh Bucksot, who also goes by Steve Bucksot, is a registered financial advisor currently at CORNERSTONE ADVISORY, LLC located in Greenfield, Indiana and CORNERSTONE FINANCIAL SERVICES, INC. located in Greenfield, Indiana.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Steven has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 22, Series 14, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Bucksot

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.STEVEN L. BUCKSOT CPA,168 YORKSHIRE BLVD.W.,INDIANAPOLIS,IN. 46229,INCOME TAX PREPARATION 20 hours per month(but seasonal). 2.Cornerstone Advisory LLC, RIA, Investment Advisor, since 2/2018, same address broker dealer, 60 hours per month. Owner, Principal and CFO. 3. Bosma Industries for the Blind. 6270 Corporate Drive, Indianapolis IN 46278. Non-Investement Related. I serve on the Board of Directors for the Not-for-Profit Organization. Currently the Board's Treasurer but do not have access to the organizations funds. Primary role is advisement and expertise. I spend 5-6 hours per month during business hours with this organization. This is a 100% Voluntary position and I do not receive compensation for my role or service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Leigh Bucksot's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2007 - Present

CORNERSTONE ADVISORY, LLC

Office #1: 119 N Broadway Street, Suite 102, Greenfield, IN 46140

RIA

CRD#: 122684

Greenfield, IN

Current

October 14, 1998 - Present

CORNERSTONE FINANCIAL SERVICES, INC.

Office #1: 119 N Broadway Street Suite 102, Greenfield, IN 46140

CRD#: 20627

Greenfield, IN

Past

October 23, 2009 - February 13, 2018

CORNERSTONE FINANCIAL SERVICES, INC.

RIA

CRD#: 20627

INDIANAPOLIS,, IN

Past

February 22, 2002 - December 31, 2004

BTS ASSET MANAGEMENT, INC.

RIA

CRD#: 105215

INDIANAPOLIS, IN

Past

October 10, 1996 - December 30, 1998

KEY STAR SECURITIES, INCORPORATED

CRD#: 40896

INDIANAPOLIS, IN

Past

October 23, 1995 - December 4, 1996

CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 20627

GREENFIELD, IN

Past

January 20, 1993 - July 14, 1994

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

October 23, 1991 - May 30, 1996

CFD INVESTMENTS, INC.

CRD#: 25427

KOKOMO, IN

Past

October 2, 1986 - October 5, 1989

FIRST ATLANTIC INVESTMENT CORP.

CRD#: 13062

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(6/19/2001)

IAR

Indiana
(6/11/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/1/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/13/1992

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 10/1/1986

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 8/7/1996

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/10/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CORNERSTONE ADVISORY, LLC

BUCKSOT, STEVEN LEIGH | STEVEN L. BUCKSOT | CORNERSTONE ADVISORY, LLC

CRD#: 122684 / SEC#:

Indiana

Registered Investment Advisory firm - (10/23/1995 Approved)

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Contact information

Main Address

119 N Broadway Street, Suite 102, Greenfield, IN 46140

Mailing Address

Phone number

(317) 462-3310

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 17,080,268

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven L. Bucksot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Leigh Bucksot's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE FINANCIAL SERVICES, INC.

CORNERSTONE FINANCIAL SERVICES, INC.

BTS ASSET MANAGEMENT, INC.

KEY STAR SECURITIES, INCORPORATED

CORNERSTONE FINANCIAL SERVICES, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

CFD INVESTMENTS, INC.

FIRST ATLANTIC INVESTMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/1/1986

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/30/1996

Series 6

Date: 2/13/1992

Series 22

Date: 10/1/1986

Series 14

Date: 1/2/2023

Series 27

Date: 8/7/1996

Series 24

Date: 6/10/1996

FINRA

Current Firm

CORNERSTONE ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE ADVISORY, LLC

TRUST BUT VERIFY

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