CRD: 129246
Cornerstone Financial GROUP,LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-26-2000
- Office Locations
- 2
Office Locations
About Cornerstone Financial GROUP,LLC
Cornerstone Financial Group, LLC is an Omaha, NE-based RIA (also in Denver) providing financial planning and discretionary portfolio management, including tax and estate planning, retirement plan and business-succession guidance, and insurance/annuity solutions. Client focus includes entrepreneurs. The firm emphasizes active asset allocation and risk management, with portfolios largely implemented via public funds and some ETFs, custodied at Schwab and supported by Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID DIRK HOPPEN
Investment Advisor, PARTNER
- CRD
- #2694705
- Ownership
- 50% but less than 75%
REUBEN JOSEPH BRAUER
Financial Planner, PARTNER, SENIOR FINANCIAL PLANNER
- CRD
- #5887664
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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James Leslie Brauer
Associate Financial Planner
- CRD
- #8043747
ALLISON NICOLE CERVEN
Financial Planner, CFP®
- CRD
- #6385657
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,238,045 | $307,619 |
| Non-Discretionary | $0 | -- |
| Total | $292,238,045 | $307,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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