Insights

Niche Expertise Cornerstone Financial Group specializes in estate planning and investment consultation for business and agricultural professionals in central Iowa, positioning it as a targeted service provider with a deep regional focus.

Growth Potential With revenue between 10 and 25 million dollars and a relatively small team of 11 to 50 employees, the company presents opportunities for scaled service offerings and personalized financial solutions to its existing client base.

Technology Utilization The company's tech stack includes data monitoring and SEO tools such as Datadog and Yoast SEO, indicating an openness to digital engagement strategies that could be leveraged to attract new clients and improve online visibility.

Partnering Opportunities As a registered investment advisory firm working with Silver Oak Securities for compliance, there are prospects for joint product offerings, referral agreements, or technology integrations aligned with regulatory standards.

Competitive Landscape Operating within a market with large industry players like Charles Schwab and Fidelity, Cornerstone can differentiate by emphasizing personalized, localized service and specialized expertise to attract clients seeking tailored financial planning.

Cornerstone Financial Group Tech Stack

Cornerstone Financial Group uses 8 technology products and services including Hotjar, Section.io, JSON-LD, and more. Explore Cornerstone Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Section.io
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Yoast SEO
    Search Engines
  • Facebook
    Widgets
  • Google Plus
    Widgets

Media & News

Cornerstone Financial Group's Email Address Formats

Cornerstone Financial Group uses at least 2 format(s):
Cornerstone Financial Group Email FormatsExamplePercentage
First@cfgstrategies.comJohn@cfgstrategies.com
75%
FLast@cfgstrategies.comJDoe@cfgstrategies.com
25%
FLast@cfgiowa.comJDoe@cfgiowa.com
50%
FLast@cfgiowa.comJDoe@cfgiowa.com
50%

Frequently Asked Questions

Where is Cornerstone Financial Group's headquarters located?

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Cornerstone Financial Group's main headquarters is located at 604 West Adams Street Creston, Iowa 50801 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Cornerstone Financial Group's phone number?

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You can contact Cornerstone Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cornerstone Financial Group's official website and social media links?

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Cornerstone Financial Group's official website is cfgiowa.com and has social profiles on LinkedIn.

What is Cornerstone Financial Group's SIC code NAICS code?

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Cornerstone Financial Group's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Cornerstone Financial Group have currently?

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As of February 2026, Cornerstone Financial Group has approximately 13 employees across 2 continents, including North AmericaAfrica. Key team members include Ceo & Founder: D. G.President Chief Executive Officer: C. K.President: H. W.. Explore Cornerstone Financial Group's employee directory with LeadIQ.

What industry does Cornerstone Financial Group belong to?

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Cornerstone Financial Group operates in the Financial Services industry.

What technology does Cornerstone Financial Group use?

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Cornerstone Financial Group's tech stack includes HotjarSection.ioJSON-LDjQueryDatadogYoast SEOFacebookGoogle Plus.

What is Cornerstone Financial Group's email format?

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Cornerstone Financial Group's email format typically follows the pattern of First@cfgstrategies.com. Find more Cornerstone Financial Group email formats with LeadIQ.

When was Cornerstone Financial Group founded?

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Cornerstone Financial Group was founded in 1987.

Cornerstone Financial Group

Financial ServicesIowa, United States11-50 Employees

Estate planning, investment Planning and Consultation for business and agricultural professionals in central Iowa for over 25 years.

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. 
Silver Oak Securities Inc. and Cornerstone Financial Group are separate entities.

For more information on the FINRA go to: http://www.finra.org/
For more information on the SIPC go to: http://www.sipc.org/

Section iconCompany Overview

Headquarters
604 West Adams Street Creston, Iowa 50801 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Cornerstone Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Cornerstone Financial Group's revenue is estimated to be in the range of $10M$25M

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