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Cornerstone Financial Group Employee Directory

Financial ServicesIowa, United States11-50 Employees

Cornerstone Financial Group is a financial services firm based in Creston, Iowa, serving clients in central Iowa. It focuses on estate planning and investment planning, providing guidance and consultation to business and agricultural professionals. The company has operated in the region for more than 25 years.
Securities and registered investment advisory services are offered through Silver Oak Securities, Inc., a separate firm that is a member of FINRA and SIPC. Cornerstone Financial Group and Silver Oak Securities are distinct entities within the financial services landscape.

Find Cornerstone Financial Group employees' phone numbers or email addresses

Cornerstone Financial Group Global Highlights

Location
Employees

North America
62

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  • United States Of America
    60
  • Canada
    2

Africa
1

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  • South Africa
    1

Cornerstone Financial Group's Leadership

  • Partner at Cornerstone Financial Group
    R. F.
    Partner
  • Financial Advisor at Cornerstone Financial Group
    J. M.
    Financial Advisor
  • Insurance Professional at Cornerstone Financial Group
    T. F.
    Insurance Professional
  • Internal Employee Benefits Associate at Cornerstone Financial Group
    C. W.
    Internal Employee Benefits Associate
  • Tax, Estate And Investment Planning at Cornerstone Financial Group
    W. P.
    Tax, Estate And Investment Planning

Cornerstone Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Banking
  • Business
  • Other

Contact profiles from Cornerstone Financial Group

Name
Title
Contact
Location
Last Update
  • Partner at Cornerstone Financial Group
    R. F.
    Partner
    Jun 27, 2026
  • Financial Advisor at Cornerstone Financial Group
    J. M.
    Financial Advisor
    Aug 30, 2026
  • Insurance Professional at Cornerstone Financial Group
    T. F.
    Insurance Professional
    Jun 28, 2026
  • Internal Employee Benefits Associate at Cornerstone Financial Group
    C. W.
    Internal Employee Benefits Associate
    Aug 02, 2026
  • Tax, Estate And Investment Planning at Cornerstone Financial Group
    W. P.
    Tax, Estate And Investment Planning
    Canada, Ontario
    Aug 01, 2026

Frequently Asked Questions

What is Cornerstone Financial Group known for?

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Cornerstone Financial Group was founded in 1987 and operates in the Financial Services industry. You can contact Cornerstone Financial Group's main corporate office by phone at . Explore Cornerstone Financial Group's company overview page for more information.

What is Cornerstone Financial Group's most common email format?

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Cornerstone Financial Group employees' email format typically follows the pattern of FLast@cfgiowa.com. Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Financial Group email formats with LeadIQ.

How many employees does Cornerstone Financial Group have currently?

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Cornerstone Financial Group has approximately 13 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

Who are Cornerstone Financial Group's key employees and leadership?

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As of August 2026, Cornerstone Financial Group's key employees include:

  • Partner: R. F.
  • Financial Advisor: J. M.
  • Insurance Professional: T. F.
  • Internal Employee Benefits Associate: C. W.
  • Tax, Estate And Investment Planning: W. P.

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