Cornerstone Advisory, LLC

Cornerstone Advisory, LLC (CRD# 122684) is a financial advisory firm headquartered in Greenfield, IN. They manage $13,856,357 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $209,945
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Cornerstone Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Brewer
CRD#: 4673914
119 N Broadway Street, Suite 102, Greenfield, IN 46140

Gregory Brewer (CRD# 4673914) is an Investment Advisor Representative working at Cornerstone Advisory, LLC in Greenfield, IN and has over 20 years of experience in the finance industry.

2
Steven L. Bucksot
CRD#: 1532243
119 N Broadway Street, Suite 102, Greenfield, IN 46140

Steven Bucksot (CRD# 1532243) is an Investment Advisor Representative working at Cornerstone Advisory, LLC in Greenfield, IN and has over 37 years of experience in the finance industry.

3
Willard D. Klink
CRD#: 837623
119 N Broadway Street, Suite 102, Greenfield, IN 46140

Willard Klink (CRD# 837623) is an Investment Advisor Representative working at Cornerstone Advisory, LLC in Greenfield, IN and has over 40 years of experience in the finance industry.

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