WK
Walter M. Kowalczyk
CORNERSTONE FINANCIAL CONSULTING
Depere, WI 54115
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CRD#: 7133100
WK
Professional summary
Walter Matthew Kowalczyk is a registered financial advisor currently at CORNERSTONE FINANCIAL CONSULTING, LLC located in Depere, Wisconsin.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Walter has worked at 2 firms and has passed the Series 65 exam.
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.
1) Owner; CORNERSTONE PROPERTY HOLDINGS, LLC; INVESTMENT RELATED; DEPERE, WI; LANDLORD; ACTIVITY WILL BEGIN APRIL 2021; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH NO TIME DURING TRADING HOURS; COLLECT RENTAL INCOME. 2) Owner/Insurance Agent; CORNERSTONE BENEFITS CONSULTING, LLC; INVESTMENT RELATED; DEPERE, WI; BENEFITS AND INSURANCE CONSULTING; OWNER; ACTIVITY BEGAN IN 1997; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; ADVISING CLIENTS ON INSURANCE AND BENEFITS. 3) Founder; CLEAR MISSION NETWORKING; NON-INVESTMENT RELATED; DEPERE, WI; FOUNDER; 01/2010; 2HRS/MONTH DEVEOTED WITH NO TIME DURING TRADING HOURS; FAITH BASED BUSINESS NETWORKING AND BIBLE STUDY. 4) Founder/Consultant; SPORTSSFAITH; NOT INVESTMENT RELATED; ONLINE ONLY, NO PHYSICAL ADDRESS; OWNER/WRITER; ONLINE MAGAZINE; ACTIVITY BEGAN IN 04/2008; I DEVOTE 10 HOURS PER MONTH WITH SOME OF THOSE HOURS DURING TRADING HOURS TO THIS ACTIVITY; SHARE THE GOSPEL THROUGH WRITTEN STORIES AND INTERVIEWS. 5) Member; K-PARTY, LLC DBA STONE GARDEN ESTATES; NOT INV REL; GREEN BAY, WI; MEMBER; CONDOMINIUM DEVELOPMENT; 01/2023; DEVOTE 10 HRS/MO; 0 DURING TRADING. 6) Minority owner / Member at K-Party Wildrose Campground, LLC; Is the business investment related: No; Location of the business: N5428 24th Ave Wildrose WI 54984; Silent Partner; Campground; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4 7) Minority owner / Member; K-Party Property Holdings, LLC; investment related: Yes; Location of the business: 1000 North Broadway DePere WI 54115 United States; Purchasing property; Advise and identify property for acquisition.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0 8) Principal; Cornerstone Tax Consulting, LLC; Is the business investment related: Yes; Location of the business: 1000 North Broadway DePere WI 54115; Start date with business: 11/2024; Hours per month devoted to business during trading hours: up to 10; Hours per month devoted to business outside trading hours: up to 10
CRS (Client Relationship Summary) - RIA
Click below to view Walter Matthew Kowalczyk'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
November 18, 2021 - Present
CORNERSTONE FINANCIAL CONSULTING, LLC
Office #1: 1000 North Broadway, Depere, WI 54115RIA
CRD#: 317183
Depere, WI
Past
June 14, 2019 - November 29, 2021
AUSDAL FINANCIAL PARTNERS, INC.
RIA
CRD#: 7995
DePere, WI
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
Florida(8/15/2025)
IAR
Ohio(3/10/2023)
IAR
Wisconsin(11/18/2021)
Current Firm
CF
CORNERSTONE FINANCIAL CONSULTING, LLC
CORNERSTONE FINANCIAL CONSULTING, LLC
CRD#: 317183 / SEC#:
Florida
Registered Investment Advisory firm - (8/15/2025 Approved)Kentucky
Registered Investment Advisory firm - (3/28/2025 Terminated)Ohio
Registered Investment Advisory firm - (2/15/2023 Approved)Wisconsin
Registered Investment Advisory firm - (11/12/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 North Broadway, Depere, WI 54115
Mailing Address
Phone number
(920) 243-4188
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 346 |
| AUM (Assets Under Management) | $ 41,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
