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CORNERSTONE FINANCIAL GROUP,LLC

OMAHA, NE · CRD 129246 · IAPD ↗ · 402-758-0700

$292.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CORNERSTONE FINANCIAL GROUP,LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2025 — CORNERSTONE FINANCIAL GROUP,LLC notice-filed in CA, FL, IA, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2025 — CORNERSTONE FINANCIAL GROUP,LLC now reports custody of client assets ($231.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
July 2025 — CORNERSTONE FINANCIAL GROUP,LLC (OMAHA, NE) is newly SEC-registered with $247.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.