Cornerstone Financial Consulting, LLC

Overview

Cornerstone Financial Consulting, LLC is a state registered investment adviser based in De Pere, WI, registered since 2021. It reports $51M in assets under management across 512 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$51M

Discretionary

100%

Accounts

512

Average account

$99.6K

Employees

3

Advisory reps

3

Registered since

2021

Jurisdictions

4

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Walter Matthew Kowalczyk Managing Member, Investment Adviser Representative, Chief Compliance Officer CRD 7133100

Advisory reps 3 of 3

• Julie Ann Huth Investment Adviser Rep CRD 4951301
• Walter M Kowalczyk Insurance Agent · Investment Adviser Rep CRD 7133100
• Carter Maxwell Rivers Investment Adviser Rep CRD 8185411

Location

Headquarters

1000 N Broadway
De Pere, WI 54115

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: yourcornerstone.net

Every state, with registration dates

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