Willard Klink

46 Years of Experience

Greenfield, IN

2 DisclosuresBroker

Willard Klink is a registered investment advisor at Cornerstone Advisory, LLC, based in Greenfield, IN, with 46 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $17M in assets under management.

Cornerstone Advisory, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

67 clients

Average Client Portfolio

$255K average

Assets Under Management

$17.1M

Fee Structure

Minimum Investment:$5K

Investment management only (planning not offered)

Cornerstone Advisory charges a percentage of your assets under management for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The specific fee is agreed upon in your Investment Advisory Agreement. The maximum fee is 2.00% and the minimum fee is 1.00%. Fees are billed semi-annually or quarterly in advance. The firm may negotiate a lower fee or waive fees based on factors like account size or portfolio complexity.

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Location

119 N Broadway Street, Suite 102, Greenfield, IN, 46140

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 1997

Final

Employment Separation After Allegations

October 1994

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Other Business Activities

Willard is an investment advisor with Cornerstone Advisory LLC since 2018. This activity takes nearly all of his time.

Employment History

Current Registrations

Cornerstone Advisory, LLC

March 2018 - Present · 8 yrs 2 mos

Cornerstone Financial Services, INC.Broker

September 2011 - Present · 14 yrs 8 mos

Previous Registrations

Cornerstone Financial Services, INC.

September 2011 - February 2018 · 6 yrs 5 mos

Signator Investors, INC.

February 2010 - June 2011 · 1 yr 4 mos

Signator Investors, INC.Broker

December 2009 - August 2011 · 1 yr 8 mos

Primevest Financial Services, INC.

January 2009 - July 2009 · 6 mos

Primevest Financial Services, INC.Broker

January 2009 - July 2009 · 6 mos

Raymond James Financial Services, INC.Broker

June 1999 - January 2009 · 9 yrs 7 mos

Prudential Securities IncorporatedBroker

October 1994 - July 1997 · 2 yrs 9 mos

Smith Barney INC.Broker

July 1993 - November 1994 · 1 yr 4 mos

Lehman Brothers INC.Broker

April 1988 - July 1993 · 5 yrs 3 mos

E. F. Hutton & Company INCBroker

March 1981 - April 1988 · 7 yrs 1 mo

John Hancock Distributors, INC.Broker

May 1977 - September 1981 · 4 yrs 4 mos

John Hancock Mutual Life Insurance CompanyBroker

May 1977 - August 1981 · 4 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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