JC
James B. Cornehlsen
CAPSTONE INVESTMENT FINANCIAL GROUP
Webster, NY 14580
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CRD#: 4589630
JC
Professional summary
James Bryan Cornehlsen, who also goes by Jamie Cornehlsen, is a registered financial advisor currently at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC located in Webster, New York.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Cornehlsen
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.
MR. CORNEHLSEN OPERATES A COMPANY CALLED AUM IN A BOX. AUM IN A BOX IS DESIGNED TO PROVIDE FOUR SERVICES TO FINANCIAL ADVISORS TO HELP GROW THEIR BUSINESS. THOSE SERVICES INCLUDE INTERNET MARKETING, COACHING, SALES CONSULTING, AND OFFER BACK OFFICE SOLUTIONS TO FINANCIAL ADVISORS. MR. CORNEHLSEN SPENDS 9 HOURS PER WEEK ON AUM IN A BOX. AT THIS TIME AUM IN A BOX DOES NOT ACCOUNT FOR ANY OF MR. CORNEHLSEN'S INCOME.
MR. CORNEHLSEN IS ALSO THE OWNER OF FITTER FINANCIALS, A COMPANY THAT PROVIDES BOOKKEEPING SERVICES TO ENABLE BUSINESS OWNERS TO TELL A STORY USING THEIR FINANCIALS AND MAKE THE BEST DECISIONS TO GROW THEIR BUSINESS. HE SPENDS 3 HOURS A WEEK ON FITTER FINANCIALS.
BOTH OF THESE SERVICES ARE OPERATED AT 6143 SOUTH WILLOW DR, SUITE 102, GREENWOOD VILLAGE, CO 80111.
CRS (Client Relationship Summary) - RIA
Click below to view James Bryan Cornehlsen'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
June 29, 2005 - Present
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Office #1: 115 West Salori Court, Webster, NY 14580RIA
CRD#: 122575
Webster, NY
Past
March 28, 2014 - April 1, 2015
CAPSTONE INVESTMENT FINANCIAL GROUP, INC.
RIA
CRD#: 150435
COLORADO SPRINGS, CO
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".
CI
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | DUNN WARREN INVESTMENT ADVISORS, LLC | DUNN CAPITAL MANAGEMENT, LLC | DUNN CAPITAL MANAGEMENT
CRD#: 122575 / SEC#: 801-67699
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Colorado
Registered Investment Advisory firm - (5/2/2007 Terminated)Florida
Registered Investment Advisory firm - (4/24/2007 Terminated)Texas
Registered Investment Advisory firm - (4/20/2007 Terminated)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
California(4/17/2007)
IAR
Colorado(6/29/2005)
IAR
Florida(11/16/2005)
IAR
New York(3/7/2024)
IAR
Texas(4/17/2007)
Exams
Current Firm
CI
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | DUNN WARREN INVESTMENT ADVISORS, LLC | DUNN CAPITAL MANAGEMENT, LLC | DUNN CAPITAL MANAGEMENT
CRD#: 122575 / SEC#: 801-67699
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Colorado
Registered Investment Advisory firm - (5/2/2007 Terminated)Florida
Registered Investment Advisory firm - (4/24/2007 Terminated)Texas
Registered Investment Advisory firm - (4/20/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 West Salori Court, Webster, NY 14580
Mailing Address
Phone number
(719) 477-9883
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 881 |
| AUM (Assets Under Management) | $ 136,583,840 |
Red Flags
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Company Information
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CRD#: 122575Webster, NY 14580TRUST BUT VERIFY
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