Reuben J. Brauer, CFP^®

Partner, Senior Financial Planner

Cornerstone Financial Group, LLC

501 S Cherry St Ste 1100
Denver, CO 80246

+ 1 More Location

Cornerstone Financial Group, LLC

11225 Davenport St Ste 102
Omaha, NE 68154

FINANCIAL ADVISOR'S WEBSITE

https://cornerstonefinancialgroup.com/

(800) 991-5195

+2 More Numbers

(303) 222-7100 (402) 758-0700

CONNECT WITH Reuben

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cornerstone Financial Group, LLC is not compensated by any other institution. Services are offered for a fee, and no financial advisor at Cornerstone can earn a sales commission.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

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Cornerstone Financial Group, LLC

Financial Advisors in Denver, CO

Financial Advisors in Omaha, NE

General

Reuben Brauer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Group, LLC in Denver, CO and the surrounding communities.

Financial Advisor Overview

Cornerstone Financial Group, LLC is a Fee-Only, Fiduciary Registered Investment Advisor serving individuals and families.

With offices and financial advisors in Denver, Colorado, and Omaha, Nebraska, Cornerstone Financial Group, LLC provides assistance with:

Retirement Safety Analysis
Company Retirement Plans (including 401(k), 403(b) and pension benefits)
Social Security Planning
Investment Research and Planning
Investment Policy Statements
Risk Management and Hedging
Tax Planning and Monitoring
Estate and Legacy Planning

Financial Advisor Experience

Cornerstone Financial Group, LLC is a team of local professionals with education and experience emphasizing Financial Planning and Investment Management.

Mr. Brauer works directly with clients, leading the investment management process and providing guidance on all aspects of their financial plans.

Prior to joining Cornerstone as a partner, he oversaw over $500 million in client assets at a large regional bank and registered investment advisor as Senior Vice President of the wealth division. Mr. Brauer holds a Master's in Investment Management and Financial Analysis, a Master's in Business Administration, and is a Certified Financial Planner™ professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Client assets are held at an independent brokerage firm, Charles Schwab.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Real Estate, Job Loss, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cornerstone Financial Group, LLC is not compensated by any other institution. Services are offered for a fee, and no financial advisor at Cornerstone can earn a sales commission.