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1000 North Broadway, Depere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
| WI | RA | APPROVED | 2024-08-05 |
| OH | RA | APPROVED | 2023-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2019 | 11/2021 |
| Cornerstone Benefits Consulting, Llc | Green Bay | WI | 04/1997 | Present |
| Cornerstone Financial Consulting, Llc | Depere | WI | 10/2021 | Present |
| Cornerstone Financial Consulting, Llc | Depere | WI | 04/2017 | Present |
| Cornerstone Funding, Llc | Depere | WI | 04/2020 | 07/2024 |
| Cornerstone Property Holdings, Llc | Depere | WI | 01/2021 | Present |
| Sportsfaith | Depere | WI | 04/2005 | Present |
| Clear Mission Networking | Depere | WI | 01/2010 | Present |
| K-Party, Llc Dba Stone Garden Estates | Green Bay | WI | 01/2023 | Present |
| Cornerstone Tax Consulting, Llc | Depere | WI | 11/2024 | Present |
1) Owner; CORNERSTONE PROPERTY HOLDINGS, LLC; INVESTMENT RELATED; DEPERE, WI; LANDLORD; ACTIVITY WILL BEGIN APRIL 2021; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH NO TIME DURING TRADING HOURS; COLLECT RENTAL INCOME. 2) Owner/Insurance Agent; CORNERSTONE BENEFITS CONSULTING, LLC; INVESTMENT RELATED; DEPERE, WI; BENEFITS AND INSURANCE CONSULTING; OWNER; ACTIVITY BEGAN IN 1997; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; ADVISING CLIENTS ON INSURANCE AND BENEFITS. 3) Founder; CLEAR MISSION NETWORKING; NON-INVESTMENT RELATED; DEPERE, WI; FOUNDER; 01/2010; 2HRS/MONTH DEVEOTED WITH NO TIME DURING TRADING HOURS; FAITH BASED BUSINESS NETWORKING AND BIBLE STUDY. 4) Founder/Consultant; SPORTSSFAITH; NOT INVESTMENT RELATED; ONLINE ONLY, NO PHYSICAL ADDRESS; OWNER/WRITER; ONLINE MAGAZINE; ACTIVITY BEGAN IN 04/2008; I DEVOTE 10 HOURS PER MONTH WITH SOME OF THOSE HOURS DURING TRADING HOURS TO THIS ACTIVITY; SHARE THE GOSPEL THROUGH WRITTEN STORIES AND INTERVIEWS. 5) Member; K-PARTY, LLC DBA STONE GARDEN ESTATES; NOT INV REL; GREEN BAY, WI; MEMBER; CONDOMINIUM DEVELOPMENT; 01/2023; DEVOTE 10 HRS/MO; 0 DURING TRADING. 6) Minority owner / Member at K-Party Wildrose Campground, LLC; Is the business investment related: No; Location of the business: N5428 24th Ave Wildrose WI 54984; Silent Partner; Campground; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4 7) Minority owner / Member; K-Party Property Holdings, LLC; investment related: Yes; Location of the business: 1000 North Broadway DePere WI 54115 United States; Purchasing property; Advise and identify property for acquisition.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0 8) Principal; Cornerstone Tax Consulting, LLC; Is the business investment related: Yes; Location of the business: 1000 North Broadway DePere WI 54115; Start date with business: 11/2024; Hours per month devoted to business during trading hours: up to 10; Hours per month devoted to business outside trading hours: up to 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-02 |
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