RIA Intelligence

CORNERSTONE FINANCIAL GROUP,LLC

CRD #129246 SEC #801-132992 OMAHA, NE 402-758-0700
SEC Registered
Total AUM
$247M
Discretionary
$247M
Employees
6
Clients
101
Accounts
872

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nebraska
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 7, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KASTING, JONATHAN, GLENNICHIEF COMPLIANCE OFFICERNA
KASTING, JONATHAN, GLENNICHIEF COMPLIANCE OFFICERNA
KASTING, JONATHAN, GLENNICHIEF COMPLIANCE OFFICERNA
KASTING, JONATHAN, GLENNICHIEF COMPLIANCE OFFICERNA
KASTING, JONATHAN, GLENNICHIEF COMPLIANCE OFFICERNA
Kasting, Jonathan, GICHIEF COMPLIANCE OFFICERNA
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
ENGSKOV, DALE, ROBERTICHIEF COMPLIANCE OFFICER/LLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVIDILLC MEMBERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
HOPPEN, DAVID, DIRKIPARTNERD Control
BRAUER, REUBEN, JIPARTNER, SENIOR FINANCIAL PLANNERB Control
BRAUER, REUBEN, JOSEPHIPARTNER, SENIOR FINANCIAL PLANNERB Control
BRAUER, REUBEN, JOSEPHIPARTNER, SENIOR FINANCIAL PLANNERB Control
BRAUER, REUBEN, JOSEPHIPARTNER, SENIOR FINANCIAL PLANNERB Control
BRAUER, REUBEN, JOSEPHIPARTNER, SENIOR FINANCIAL PLANNERB Control
BRAUER, REUBEN, JOSEPHIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control
SCHWARTING, SPENCER, DEANIPARTNER, SENIOR FINANCIAL PLANNERB Control

Registrations

Federal

IA
Aug 7, 2025 REGISTERED

Notice Filings (7)

CA CO FL IA NE TX WA

Address

11225 DAVENPORT STREET
SUITE 102
OMAHA, NE 68154
United States
Phone: 402-758-0700