Irene E Stolte
Investment adviser representative at Cornerstone Planning Group
25 yearsExperience
1 stateRegistered in
$951.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Cornerstone Planning Group, IncSep 2025 to now
- Horizon Wealth Strategies, LLCOct 2014 to now
- Eagle Strategies LLCApr 2016 to Sep 2025
- New York Life Insurance CompanyAug 2001 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cornerstone Planning Group
Legal name: Cornerstone Planning Group Inc.
$951.8MAssets managed
1,251Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4465070
- Firm CRD
- 307189