Best Investors Account Sign in
Inactive

James Bryan Cornehlsen

Capstone Investment Financial Group, LLC

Webster, NY

Claim This Profile
Current Employers
Capstone Investment Financial Group, Llc

115 West Salori Court, Webster, NY 14580 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-07
CA RA APPROVED 2007-04-17
TX RA APPROVED 2007-04-17
FL RA APPROVED 2005-11-16
CO RA APPROVED 2005-06-29
  • NY RA
    APPROVED
    Since 2024-03-07
  • CA RA
    APPROVED
    Since 2007-04-17
  • TX RA
    APPROVED
    Since 2007-04-17
  • FL RA
    APPROVED
    Since 2005-11-16
  • CO RA
    APPROVED
    Since 2005-06-29

Branch Locations

115 West Salori Court, Webster, NY 14580 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dunn Warren Investment Advisors, Llc Denver CO 10/2001 Present
Capstone Investment Financial Group, Inc. Colorado Springs CO 03/2014 Present
  • 10/2001 → Present
    Dunn Warren Investment Advisors, Llc
    Denver, CO
  • 03/2014 → Present
    Capstone Investment Financial Group, Inc.
    Colorado Springs, CO
Previous Registrations
  • 2014-03-28 → 2015-04-01
    Capstone Investment Financial Group, Inc.
    Colorado Springs, CO
Other Businesses

MR. CORNEHLSEN OPERATES A COMPANY CALLED AUM IN A BOX. AUM IN A BOX IS DESIGNED TO PROVIDE FOUR SERVICES TO FINANCIAL ADVISORS TO HELP GROW THEIR BUSINESS. THOSE SERVICES INCLUDE INTERNET MARKETING, COACHING, SALES CONSULTING, AND OFFER BACK OFFICE SOLUTIONS TO FINANCIAL ADVISORS. MR. CORNEHLSEN SPENDS 9 HOURS PER WEEK ON AUM IN A BOX. AT THIS TIME AUM IN A BOX DOES NOT ACCOUNT FOR ANY OF MR. CORNEHLSEN'S INCOME. MR. CORNEHLSEN IS ALSO THE OWNER OF FITTER FINANCIALS, A COMPANY THAT PROVIDES BOOKKEEPING SERVICES TO ENABLE BUSINESS OWNERS TO TELL A STORY USING THEIR FINANCIALS AND MAKE THE BEST DECISIONS TO GROW THEIR BUSINESS. HE SPENDS 3 HOURS A WEEK ON FITTER FINANCIALS. BOTH OF THESE SERVICES ARE OPERATED AT 6143 SOUTH WILLOW DR, SUITE 102, GREENWOOD VILLAGE, CO 80111.

Designations
Other Names
  • Jamie Cornehlsen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Webster, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor