IS
Irene E. Stolte
CORNERSTONE PLANNING GROUP
Somerville, NJ 08876
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CRD#: 4465070
IS
Professional summary
Irene E Stolte is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Somerville, New Jersey.
Irene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Irene has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[OPERATING UNDER THE DBA NAME OF HORIZON WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EDISON, NJ; START DATE: 10/2014] [Rutherford Adult School Informal Class Instructor; Teaching a 10 hour course over a 4 week period. This course is an SMRU approved seminar and is my primary prospecting activity for NY Life and Eagle Strategies business; Rutherford Adult School, 56 Elliott Place, Rutherford, NJ 07070; Start Date 10/2018; Role/Title: Educator/Instructor; Investment Related; 15 hours per month; 0 hours per month during securities trading hours;I will present the SMRU approved seminar material to the class of approximately 15-20 students. All students are registering directly through the adult school. I expect to conduct 2 to 3 session] [NJAIFA-NAIFA; Industry association for life insurance and financial advisors - they provide educational opportunities, information related to insurance industry; 2901 Telestar Ct., Falls Church VA 22042; Start Date 08/2014; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Membership Chair - State Board NAIFA NJ help to recruit new members and coordinate with local membership chairs for recruiting and retaining new members} [Rutherford Adult School Informal Class Instructor; Teaching a 10 hour course over a 4 week period; Rutherford Adult School, 56 Elliott Place, Rutherford, NJ 07070; Start Date 10/2018; Role/Title: Educator/Instructor; Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [BNI International - Summit of Success Chapter; referral group; 400 Southern Blvd, Chatham NJ; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Family Options ; Non Profit Adoption agency and counseling center ; 3350 State Highway 138, Bldg 2, Suite 121, Wall, NJ 07719; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Board member - oversight of executive director and staff - ensure spending within budget guidelines - quarterly board meetings] [MDRT - Million Dollar Round Table ; Industry association of insurance and financial advisors ; 325 West Touhy Ave, Park Ridge, IL 60608; Start Date 12/2023; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Committee member to help drive member engagement - outline resources available to members - work with committee members to identify speakers for MDRT meetings and conferences.]
CRS (Client Relationship Summary) - RIA
Click below to view Irene E Stolte'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®
NoneExperience
Current
September 2, 2025 - Present
CORNERSTONE PLANNING GROUP
Office #1: 21 Maple Street, Somerville, NJ 08876RIA
CRD#: 307189
Somerville, NJ
Past
April 26, 2016 - September 8, 2025
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SOMERVILLE, NJ
Past
November 7, 2001 - September 8, 2025
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SOMERVILLE, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)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.Highlighted states indicate IAR registrations
IAR
New Jersey(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Passaic Avenue Suite 201, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 487-3220
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,646 |
| AUM (Assets Under Management) | $ 650,035,096 |
Red Flags
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