# Cornerstone Financial Group

Cornerstone Financial Group is a Bank / Wealth / Trust based in Appleton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Appleton, United States
- **Region:** North America
- **Address:** Gainesville, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** cornerstone-fg.com
- **LinkedIn:** https://www.linkedin.com/company/cfgstrategies

## Regulatory record

- **CRD number:** 324255
- **SEC file number:** 801-127126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324255

## About

Cornerstone Financial Group was established in 1999. It functions as a US wealth manager serving clients through standard planning services. The firm offers investment planning, retirement planning, and financial planning. No specific asset-class allocations, portfolio companies, or geographic deployment details appear in available records. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain undisclosed.

## Questions

### Who runs investment decisions at Cornerstone Financial Group?

No named principals or CIO appear in public records.

### Does Cornerstone Financial Group participate in fund commitments or only direct deals?

Available information shows only planning services with no fund or direct deal activity disclosed.

## Related profiles

- [CornerstoneCapital](https://altss.com/profile/cornerstonecapital)
- [Cornerstone International Financial Leasing](https://altss.com/profile/cornerstone-international-financial-leasing)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cornerstone-financial-group

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