Unclaimed Profile

Eric T Blofsky

KORNERSTONE, INC.·CHICO, California

SIE, Series 6TO, Series 7, Series 63, Series 65Clean record12 years registeredKORNERSTONE, INC.

1811 CONCORD AVE., CHICO, CA 95928CRD# 5508143Firm CRD# 170687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric T Blofsky · CHICO, CA

Registration

CRD #5508143 · KORNERSTONE, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KORNERSTONE, INC.

GLOBAL RETIREMENT PARTNERS LLC

Feb 2022 – Feb 2023

Chico, CA

KORNERSTONE, INC.

May 2014 – Dec 2022

CHICO, CA

CETERA ADVISOR NETWORKS LLC

Mar 2014 – May 2018

CHICO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KORNERSTONE, INC.

CRD 170687 · SEC 801-112845

AUM

$574M

Regulatory assets under management

Employees

240 client accounts

Services offered by KORNERSTONE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KORNERSTONE, INC. →

Introduction

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Frequently Asked Questions

What services does Eric T Blofsky offer?

Eric T Blofsky specializes in Financial Planning, Investment Management.

What are Eric T Blofsky's credentials?

Eric T Blofsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric T Blofsky located?

Eric T Blofsky is based in CHICO, California, last registered with KORNERSTONE, INC..

How does Eric T Blofsky charge for services?

Eric T Blofsky's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KORNERSTONE, INC.?

KORNERSTONE, INC. has approximately 4 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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