Cornerstone Financial Group logo

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

  • Stylized image of a person
    R. F.
    Partner
  • Stylized image of a person
    J. M.
    Financial Advisor
  • Stylized image of a person
    T. F.
    Insurance Professional
  • Stylized image of a person
    C. W.
    Internal Employee Benefits Associate
  • Stylized image of a person
    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
  • Stylized image of a person
    R. F.
    Partner
    Jun 27, 2026
  • Stylized image of a person
    J. M.
    Financial Advisor
    Aug 30, 2026
  • Stylized image of a person
    T. F.
    Insurance Professional
    Jun 28, 2026
  • Stylized image of a person
    C. W.
    Internal Employee Benefits Associate
    Aug 02, 2026
  • Stylized image of a person
    W. P.
    Tax, Estate And Investment Planning
    CanadaOntario
    Aug 01, 2026

Frequently Asked Questions

What is Cornerstone Financial Group known for?

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Cornerstone Financial Group was founded in 1987 operates in the Financial Services industry; you can contact the 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 . 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 AmericaAfrica.

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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