Best Investors Account Sign in
Inactive

Derek Bonneau

Cornerstone Financial Planning, LLC

Portsmouth, NH

Claim This Profile
Current Employers
Cornerstone Financial Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-01-02
NH RA APPROVED 2025-12-17
TX RA APPROVED 2025-12-17
  • ME RA
    APPROVED
    Since 2026-01-02
  • NH RA
    APPROVED
    Since 2025-12-17
  • TX RA
    APPROVED
    Since 2025-12-17

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
Commonwealth Of Massachusetts Boston MA 08/2014 01/2021
Commonwealth Of Massachusetts Boston MA 01/2021 08/2025
Cornerstone Financial Planning, Llc Portsmouth NH 11/2025 Present
  • 08/2014 → 01/2021
    Commonwealth Of Massachusetts
    Boston, MA
  • 01/2021 → 08/2025
    Commonwealth Of Massachusetts
    Boston, MA
  • 11/2025 → Present
    Cornerstone Financial Planning, Llc
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-15
  • S65 Uniform Investment Adviser Law Examination
    2025-03-15

View on SEC IAPD

Other Firms

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

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

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

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor