CORNERSTONE FINANCIAL PLANNING, INC.
CRD #151866 SEC #801-70720 APPLETON, WI 920-993-1526
SEC Registered
Total AUM
$26M
Discretionary
$0
Employees
1
Clients
0
Accounts
100
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| WOLF, JOHN, WILLIAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 3, 2012 REGISTERED
Notice Filings (3)
IL NC WI
Address
5750 WEST GRANDE MARKET DRAPPLETON, WI 54913
United States
Phone: 920-993-1526