MBS FINANCIAL PLANNING SERVICES, INC
Legal name: CORNERSTONE CAPITAL ADVISORS
CRD #107230 SEC #801-22384 UNIONTOWN, OH 330-896-6250
SEC Registered
Total AUM
$520M
Discretionary
$520M
Employees
18
Clients
251
Accounts
1,777
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALB, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| WINSLOW, BRENDA, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | D | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | D | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | D | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | D | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | D | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | C | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | C | Control |
| FEARIGO, MARK, WILLIAM | I | VICE PRESIDENT | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT AND SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | TRUSTED ADVISOR | C | |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | VICE PRESIDENT & SECRETARY | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | C | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | PRESIDENT | C | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | C | Control |
| STOREY, HARLAN, GENE | I | PRESIDENT | C | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | SENIOR ADVISOR | A | Control |
| BOPP, NATHAN, JOHN | I | VICE PRESIDENT | A | Control |
| BOPP, NATHAN, JOHN | I | VICE PRESIDENT | A | Control |
| GIGANTI, MARIO, CHRISTOPHER | I | TRUSTED ADVISOR | A | |
| GIGANTI, MARIO, CHRISTOPHER | I | TRUSTED ADVISOR | A | |
| HAHLEN, GLEN, BRENNEMAN | I | SENIOR ADVISOR | A | Control |
| HAHLEN, GLEN, BRENNEMAN | I | SENIOR ADVISOR | A | Control |
| HAHLEN, GLEN, BRENNEMAN | I | SENIOR ADVISOR | A | Control |
| HAHLEN, GLEN, BRENNEMAN | I | VICE PRESIDENT | A | Control |
| HAHLEN, GLEN, BRENNEMAN | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
May 13, 2019 REGISTERED
Notice Filings (8)
AL CA FL NC OH PA SC TX
Address
1640 CORPORATE WOODS CIRCLEUNIONTOWN, OH 44685-7819
United States
Phone: 330-896-6250