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Spencer Dean Schwarting

Cornerstone Financial Group,LLC

Omaha, NE

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Current Employers
Cornerstone Financial Group,Llc

11225 Davenport Street Suite 102, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-11
CA RA APPROVED 2024-11-08
TX RA APPROVED_RES 2024-04-10
IA RA APPROVED 2024-03-13
NE RA APPROVED 2018-07-09
  • CO RA
    APPROVED
    Since 2025-02-11
  • CA RA
    APPROVED
    Since 2024-11-08
  • TX RA
    APPROVED_RES
    Since 2024-04-10
  • IA RA
    APPROVED
    Since 2024-03-13
  • NE RA
    APPROVED
    Since 2018-07-09

Branch Locations

11225 Davenport Street Suite 102, Omaha, NE 68154 • 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
Callahan Financial Planning Company Omaha NE 09/2015 02/2018
Cornerstone Financial Group, Llc Omaha NE 02/2018 01/2024
Cornerstone Financial Group, Llc Omaha NE 01/2024 Present
  • 09/2015 → 02/2018
    Callahan Financial Planning Company
    Omaha, NE
  • 02/2018 → 01/2024
    Cornerstone Financial Group, Llc
    Omaha, NE
  • 01/2024 → Present
    Cornerstone Financial Group, Llc
    Omaha, NE
Previous Registrations
  • 2015-10-13 → 2018-02-27
    Callahan Financial Planning Company
    Omaha, NE
  • 2015-07-13 → 2015-09-21
    Securian Financial Services, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-07
  • S66 Uniform Combined State Law Examination
    2015-07-07
Designations

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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