Reuben J. Brauer
CORNERSTONE FINANCIAL GROUP,LLC
Denver, CO 80246
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CRD#: 5887664
Professional summary
Reuben Joseph Brauer, CFP®, who also goes by Reuben J Brauer, is a registered financial advisor currently at CORNERSTONE FINANCIAL GROUP,LLC located in Denver, Colorado.
Reuben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Reuben has worked at 3 firms and has passed the Series 65 and Series 66 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reuben J Brauer
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.
Business Name: TS Bank Investment-related Business: Yes Business Address: 43 Scott Street, Council Bluffs, IA 51503 Nature of the Business: Trust division Position: Vice President, Financial Planning Relationship Start Date: 04/01/2021 Number of Hours per Month Devoted: 20 Number of Hours per Month Devoted During Securities Trading Hours: 10 Duties: Managing and developing processes and providing staff training, shared between Callahan Financial Planning and the trust division of TS Bank
CRS (Client Relationship Summary) - RIA
Click below to view Reuben Joseph Brauer'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®
CFP®
Start date: 2014
Experience
Current
February 4, 2024 - Present
CORNERSTONE FINANCIAL GROUP,LLC
Office #1: 501 S Cherry St Ste 210, Denver, CO 80246RIA
CRD#: 129246
Denver, CO
Past
June 9, 2021 - January 2, 2024
CALLAHAN FINANCIAL PLANNING
RIA
CRD#: 314571
OMAHA, NE
Past
January 20, 2012 - June 9, 2021
CALLAHAN FINANCIAL PLANNING COMPANY
RIA
CRD#: 153050
OMAHA, NE
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".
CF
CORNERSTONE FINANCIAL GROUP,LLC
CORNERSTONE FINANCIAL GROUP,LLC
CRD#: 129246 / SEC#: 801-132992
RIA
Registered Investment Advisory firm - (6/16/2025 Approved)California
Registered Investment Advisory firm - (9/6/2025 Terminated)Colorado
Registered Investment Advisory firm - (8/7/2025 Terminated)Iowa
Registered Investment Advisory firm - (9/2/2025 Terminated)Nebraska
Registered Investment Advisory firm - (8/7/2025 Terminated)Texas
Registered Investment Advisory firm - (8/7/2025 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(11/8/2024)
IAR
Colorado(10/18/2024)
IAR
Iowa(2/4/2024)
IAR
Nebraska(2/5/2024)
IAR
Texas(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CF
CORNERSTONE FINANCIAL GROUP,LLC
CORNERSTONE FINANCIAL GROUP,LLC
CRD#: 129246 / SEC#: 801-132992
RIA
Registered Investment Advisory firm - (6/16/2025 Approved)California
Registered Investment Advisory firm - (9/6/2025 Terminated)Colorado
Registered Investment Advisory firm - (8/7/2025 Terminated)Iowa
Registered Investment Advisory firm - (9/2/2025 Terminated)Nebraska
Registered Investment Advisory firm - (8/7/2025 Terminated)Texas
Registered Investment Advisory firm - (8/7/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11225 Davenport Street Suite 102, Omaha, NE 68154
Mailing Address
Phone number
(402) 758-0700
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 872 |
| AUM (Assets Under Management) | $ 247,020,527 |
Red Flags
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