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AL

Andrew R. Laubkowski

CORNERSTONE FINANCIAL SERVICES
Greenfield, IN 46140
Some features on this profile are disabled
CRD#: 6581127
AL

Professional summary


Andrew Robert Laubkowski, who also goes by Andrew Robert Laubner Mr., Andrew Robert Laubner, Andrew Laubner, is a registered financial professional currently at CORNERSTONE FINANCIAL SERVICES, INC. located in Greenfield, Indiana.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2016. Andrew has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Robert Laubner Mr. | Andrew Robert Laubner | Andrew Laubner

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew Robert Laubkowski's CRS (Customer Relationship Summary).
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

May 14, 2019 - Present

CORNERSTONE FINANCIAL SERVICES, INC.

Office #1: 119 N Broadway Street Suite 102, Greenfield, IN 46140
BD
CRD#: 20627
Greenfield, IN
Past

July 1, 2016 - March 28, 2019

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
CARMEL, IN
Past

February 27, 2016 - March 31, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
INDIANAPOLIS, IN

State Registrations and Notice Filings


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

RR
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

RR
Indiana
(5/14/2019)
RR
Michigan
(7/25/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 3/7/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CORNERSTONE FINANCIAL SERVICES, INC.
BREWER AND ASSOCIATES, INC. | CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 20627 / SEC#: , 8-38383

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
119 N Broadway Street Suite 102, Greenfield, IN 46140
Mailing Address
119 N Broadway Street Suite 102, Greenfield, IN 46140
Phone number
(317) 462-3310
Established
Indiana since 05/06/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BREWER, GREGORY JAMESPRESIDENT/GENERAL PRINCIPAL/CCO4673914
BUCKSOT, STEVEN LEIGHV.P. / FINANCIAL PRINCIPAL / CFO1532243

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 20627Greenfield, IN 46140

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