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CORNERSTONE FINANCIAL GROUP

APPLETON, WI · CRD 324255 · IAPD ↗ · cfgwi.com · 920-832-3821

$220.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — CORNERSTONE FINANCIAL GROUP reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2025 — CORNERSTONE FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2025 — CORNERSTONE FINANCIAL GROUP reported RAUM up 25% ($146.9M -> $183.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — CORNERSTONE FINANCIAL GROUP reported RAUM up 43% ($102.9M -> $146.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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