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FIRM PROFILE
Overview
CORNERSTONE FINANCIAL SERVICES, INC. is located at 119 N Broadway Street Suite 102, Greenfield, IN 46140 and was first established at Chicago, Indiana in 05/06/1987. After operating for 39 years, CORNERSTONE FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CORNERSTONE FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CORNERSTONE FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CORNERSTONE FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CORNERSTONE FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CORNERSTONE FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CORNERSTONE FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for CORNERSTONE FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
119 N Broadway Street Suite 102, Greenfield, IN 46140
119 N Broadway Street Suite 102, Greenfield, IN 46140
Small
(317) 462-3310
Indiana since 05/06/1987
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at CORNERSTONE FINANCIAL SERVICES, INC.
Steven Leigh Bucksot
Gregory James Brewer
Willard Dean Klink
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