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Christina Clara Traurig

Cornerstone Financial Planning, LLC

Portsmouth, NH

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Current Employers
Cornerstone Financial Planning, Llc

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-13
ME RA APPROVED 2017-06-09
NH RA APPROVED 2017-06-09
  • TX RA
    APPROVED
    Since 2021-05-13
  • ME RA
    APPROVED
    Since 2017-06-09
  • NH RA
    APPROVED
    Since 2017-06-09

Branch Locations

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • 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
Winebrenner Capital Management Llc Louisville KY 08/2014 05/2017
Cornerstone Financial Planning Portsmouth NH 06/2017 Present
Cornerstone Financial Planning Portsmouth NH 07/2022 Present
  • 08/2014 → 05/2017
    Winebrenner Capital Management Llc
    Louisville, KY
  • 06/2017 → Present
    Cornerstone Financial Planning
    Portsmouth, NH
  • 07/2022 → Present
    Cornerstone Financial Planning
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-02
  • S65 Uniform Investment Adviser Law Examination
    2015-11-02
Designations

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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