Unclaimed Profile

Jane Wahrer Engel

CORNERSTONE INVESTMENT ADVISORS, LLC·BOULDER, Colorado

Series 7, Series 66Clean record25 years registeredCORNERSTONE INVESTMENT ADVISORS, LLC

1790 38TH STREET, BOULDER, CO 80301CRD# 4289130Firm CRD# 116447

Profile Verification

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

Identity

Jane Wahrer Engel · BOULDER, CO

Registration

CRD #4289130 · CORNERSTONE INVESTMENT ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE INVESTMENT ADVISORS, LLC

KILTERHOWLING LLC

Apr 2021 – Oct 2024

BOULDER, CO

CORNERSTONE INVESTMENT ADVISORS, LLC

Aug 2003 – Mar 2021

BOULDER, CO

JBSE WEALTHCARE LLC

Oct 2001 – Oct 2003

LONGMONT, CO

1ST GLOBAL ADVISORS INC

Jan 2001 – Nov 2003

LONGMONT, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 24, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

CRD 116447 · SEC 801-63198

AUM

$147M

Regulatory assets under management

Employees

268 client accounts

Services offered by CORNERSTONE INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jane Wahrer Engel offer?

Jane Wahrer Engel specializes in Financial Planning, Investment Management, Wealth Management.

What are Jane Wahrer Engel's credentials?

Jane Wahrer Engel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jane Wahrer Engel located?

Jane Wahrer Engel is based in BOULDER, Colorado, last registered with CORNERSTONE INVESTMENT ADVISORS, LLC.

How does Jane Wahrer Engel charge for services?

Jane Wahrer Engel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE INVESTMENT ADVISORS, LLC?

CORNERSTONE INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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