Best Investors Account Sign in
Inactive

Jillian Elizabeth Wagner

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 2026-03-18
NH RA APPROVED 2026-03-07
TX RA APPROVED 2026-03-07
  • ME RA
    APPROVED
    Since 2026-03-18
  • NH RA
    APPROVED
    Since 2026-03-07
  • TX RA
    APPROVED
    Since 2026-03-07

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
Cornerstone Financial Planning Portsmouth NH 08/2025 Present
Tamarack Grief Resource Center Missoula MT 09/2024 07/2025
Cindy May Marketing Flagstaff AZ 09/2023 08/2024
Lowell Observatory Flagstaff AZ 04/2022 05/2024
Bookmans Exchange Flagstaff AZ 12/2021 04/2022
Private Nannying Flagstaff AZ 04/2021 12/2021
Stephanie Collins, Dds Flagstaff AZ 01/2021 04/2021
Dark Sky Brewing Flagstaff AZ 10/2020 01/2021
American Conservation Experience Flagstaff AZ 08/2020 10/2020
Barre3 Flagstaff Flagstaff AZ 05/2018 07/2020
Chico's Flagstaff AZ 02/2016 05/2018
  • 08/2025 → Present
    Cornerstone Financial Planning
    Portsmouth, NH
  • 09/2024 → 07/2025
    Tamarack Grief Resource Center
    Missoula, MT
  • 09/2023 → 08/2024
    Cindy May Marketing
    Flagstaff, AZ
  • 04/2022 → 05/2024
    Lowell Observatory
    Flagstaff, AZ
  • 12/2021 → 04/2022
    Bookmans Exchange
    Flagstaff, AZ
  • 04/2021 → 12/2021
    Private Nannying
    Flagstaff, AZ
  • 01/2021 → 04/2021
    Stephanie Collins, Dds
    Flagstaff, AZ
  • 10/2020 → 01/2021
    Dark Sky Brewing
    Flagstaff, AZ
  • 08/2020 → 10/2020
    American Conservation Experience
    Flagstaff, AZ
  • 05/2018 → 07/2020
    Barre3 Flagstaff
    Flagstaff, AZ
  • 02/2016 → 05/2018
    Chico's
    Flagstaff, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07
Other Names
  • Jillian Wagner

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