Unclaimed Profile

Mackenzie Arsenault

CORNERSTONE FINANCIAL PLANNING, LLC·PORTSMOUTH, New Hampshire

Series 3, Series 7, Series 63, Series 65Clean record16 years registeredCORNERSTONE FINANCIAL PLANNING, LLC

8 GREENLEAF WOODS DR., PORTSMOUTH, NH 03801CRD# 5371043Firm CRD# 129656

Profile Verification

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

Identity

Mackenzie Arsenault · PORTSMOUTH, NH

Registration

CRD #5371043 · CORNERSTONE FINANCIAL PLANNING, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE FINANCIAL PLANNING, LLC

May 2014 – present

SMI MANAGEMENT & RESEARCH LLC

Nov 2009 – Sep 2010

DAMARISCOTTA, ME

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · November 17, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE FINANCIAL PLANNING, LLC

CRD 129656 · SEC 801-107703

AUM

$306M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Mackenzie Arsenault offer?

Mackenzie Arsenault specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Mackenzie Arsenault's credentials?

Mackenzie Arsenault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mackenzie Arsenault located?

Mackenzie Arsenault 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 Mackenzie Arsenault charge for services?

Mackenzie Arsenault'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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