Willard Dean 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Willard D Klink
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
BUCKSOT, STEVEN LEIGH | STEVEN L. BUCKSOT | CORNERSTONE ADVISORY, LLC
Contact Information
Main Address
119 N Broadway Street Suite 102, Greenfield, IN 46140Phone Number
(317) 462-3310# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
111AUM (Assets Under Management)
$19,433,399Similar Advisors
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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.
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State Registrations and Notice Filings
(9/8/2011)
(3/15/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed May 1977SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Willard Dean Klink's CRS (Customer Relationship Summary).
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