Willard D. Klink
Professional summary
Willard Dean Klink, who also goes by Willard D Klink, is a registered financial advisor currently at CORNERSTONE ADVISORY, LLC located in Greenfield, Indiana and CORNERSTONE FINANCIAL SERVICES, INC. located in Greenfield, Indiana.
Willard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Willard has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Willard Dean Klink's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 15, 2018 - Present
CORNERSTONE ADVISORY, LLC
Office #1: 119 N Broadway Street, Suite 102, Greenfield, IN 46140September 7, 2011 - Present
CORNERSTONE FINANCIAL SERVICES, INC.
Office #1: 119 N Broadway Street Suite 102, Greenfield, IN 46140September 9, 2011 - February 13, 2018
CORNERSTONE FINANCIAL SERVICES, INC.
February 10, 2010 - June 9, 2011
SIGNATOR INVESTORS, INC.
December 17, 2009 - August 2, 2011
SIGNATOR INVESTORS, INC.
January 27, 2009 - July 7, 2009
CETERA INVESTMENT SERVICES LLC
January 12, 2009 - July 7, 2009
CETERA INVESTMENT SERVICES LLC
June 23, 1999 - January 12, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 18, 1994 - July 17, 1997
PRUDENTIAL EQUITY GROUP, LLC
July 31, 1993 - November 8, 1994
CITIGROUP GLOBAL MARKETS INC.
April 11, 1988 - July 31, 1993
LEHMAN BROTHERS INC.
March 19, 1981 - April 11, 1988
E. F. HUTTON & COMPANY INC
May 18, 1977 - August 26, 1981
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
May 18, 1977 - September 12, 1981
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2011)
(3/15/2018)
Exams
Series 1
Date: 5/13/1977
Registered Representative ExaminationFINRA
Current Firm
CORNERSTONE ADVISORY, LLC
CRD#: 122684 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 17,080,268 |
Red Flags
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