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5601 West Grande Market Drive Suite E, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-12-04 |
| NC | RA | APPROVED | 2009-11-12 |
| IL | RA | APPROVED | 2009-10-26 |
Branch Locations
5601 West Grande Market Drive Suite E, Appleton, WI 54913 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Planning, Inc | Appleton | WI | 01/2000 | Present |
JOHN W. WOLF; INVESTMENT RELATED; 5750 W. GRANDE MARKET DRIVE; INSURANCE, FIXED ANNUITY AND LIFE INSURANCE SALES; OWNER/AGENT; START DATE - 1988; 10 HOURS/MONTH; 10 HOURS/MONTH DURING SECURITIES HOURS; SALES OF LIFE INSURANCE AND FIXED ANNUITIES IN CONJUNCTION WITH FINANCIAL PLANNING BUSINESS. CORNERSTONE FINANCIAL PLANNING, NON INVESTMENT RELATED, 5601 W. GRANDE MARKET DR. APPLETON WI 54913, TAX PREPARATION, 1/30/2014. 40 HRS/ MONTH FEB-APRIL. 2 HRS, PREPARATION AND PROCESSING OF INCOME TAX RETURNS FOR SOME CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-19 |
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