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Cornerstone Financial Group,llc

● SEC registered since 2025CRD 129246SEC# 801-132992Omaha, NE
Export (members)
Reg. AUM
$247M
Employees
6
Accounts
872
Location
Omaha, NE

Cornerstone Financial Group,llc assets under management

Cornerstone Financial Group,llc operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2025. It reports $247 million in regulatory assets under management and employs 6 people.
www.linkedin.com/in/spencer-schwarting-cfp%c2%ae-124732bbView on SEC.gov ↗

Cornerstone Financial Group,llc owners & executives

4 reported
NameTitleOwnershipSince
David Dirk Hoppen ControlPartner50-75%2018
Jonathan G KastingChief Compliance OfficerUnder 5%2025
Reuben Joseph Brauer ControlPartner, Senior Financial Planner10-25%2024
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Frequently asked questions

How much does Cornerstone Financial Group,llc manage?

Cornerstone Financial Group,llc reports $247 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Financial Group,llc have?

Cornerstone Financial Group,llc reports 6 employees.

Where is Cornerstone Financial Group,llc located?

Cornerstone Financial Group,llc is based in Omaha, NE and has been SEC-registered since 2025.

Does Cornerstone Financial Group,llc disclose fund performance?

Cornerstone Financial Group,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11225 Davenport Street, Suite 102, Omaha, NE 68154
Phone402-758-0700
Fax402-758-0743
Office hours9:00a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$247M
Non-discretionary$0
Total (RAUM)$247M