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Christina Clara Traurig

CORNERSTONE FINANCIAL PLANNING, LLC·PORTSMOUTH, New Hampshire
Series 65Clean record10 years registeredCORNERSTONE FINANCIAL PLANNING, LLC
8 GREENLEAF WOODS DR., PORTSMOUTH, NH 03801CRD# 6513564Firm CRD# 129656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christina Clara Traurig · PORTSMOUTH, NH
Registration
CRD #6513564 · CORNERSTONE FINANCIAL PLANNING, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE FINANCIAL PLANNING, LLC
Jun 2017 – present
WINEBRENNER CAPITAL MANAGEMENT LLC
Nov 2015 – May 2017
LOUISVILLE, KY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 2, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE FINANCIAL PLANNING, LLC
CRD 129656 · SEC 801-107703
AUM
$306M
Regulatory assets under management
Employees
7
934 client accounts
Services offered by CORNERSTONE FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNERSTONE FINANCIAL PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Christina Clara Traurig offer?
Christina Clara Traurig specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Christina Clara Traurig's credentials?
Christina Clara Traurig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Clara Traurig located?
Christina Clara Traurig is based in PORTSMOUTH, New Hampshire, working with CORNERSTONE FINANCIAL PLANNING, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Christina Clara Traurig charge for services?
Christina Clara Traurig's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE FINANCIAL PLANNING, LLC?
CORNERSTONE FINANCIAL PLANNING, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE FINANCIAL PLANNING, LLC

Jill Bangser Boynton
PORTSMOUTH, NH
Susan Jellis Veligor
PORTSMOUTH, NH
Mackenzie Arsenault
PORTSMOUTH, NH

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Research
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