Cornerstone Financial Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Greenfield, Indiana
CRD number
20627
Registered since
September 24, 1987

Firm profile

FINTRX

Overview

Cornerstone Financial Services, Inc. is organized as a corporation with individual ownership. FINTRX classifies the firm as "Unclassified" and provides only limited disclosure about its operating model. Publicly reported attributes indicate the firm is not designated as a capital allocator and does not identify itself as an active ESG investor. Available records also flag the firm as not multi-state, not newly formed, and not a pension consultant or related adviser. FINTRX does not list client segments, fee schedules, advisory activities, investment preferences, or other operational details for the firm.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Bucksot

    CEO & CFOCRD 1532243

Contacts

3 of 3
  • Willard Klink

    Registered RepresentativeCRD 837623

  • Gregory Brewer

    Gregory Brewer

    President, Financial AdvisorCRD 4673914

  • Andrew Laubkowski

    AgentCRD 6581127

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenfield, IN

Hancock

Location

Greenfield, IN

Headquartered in Greenfield, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Hancock
Address
119 N Broadway St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth