Certified Financial Planner/Company Owner at Cornerstone Financial Consultants - N/A, N/A, US
Cornerstone Financial Consultants is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering a high level of personalized service and experience.Cornerstone Financial Consultants, LLC was established in July, 2013. The team of Ron Scheer and Larry Kloppe had the vision to branch out on our own to better serve the needs of our clients. In January of 2016, Erin Wideman joined the practice and started the process of purchasing Cornerstone Financial Consultants. In January 2020, we added another valuable member to our team in Sean Ullrich.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Cornerstone Financial Consultants are not affiliated.