Ethan Albert Kupfer
Investment adviser representative at Cornerstone Planning Group
11 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
11 years in the industry.
- Cornerstone Planning Group, Inc.Mar 2026 to now
- UnemployedJun 2025 to Feb 2026
- Capri Holdings LimitedJun 2024 to Aug 2024
- Capri Holdings LimitedJun 2023 to Aug 2023
- James Madison UniversityAug 2021 to May 2025
- Calabrias PizzariaDec 2020 to May 2021
- Shoprite Grocery StoreJun 2020 to Sep 2020
- Let It Grow Inc.Dec 2019 to Dec 2021
- River Dell Regional HighschoolSep 2017 to Jun 2021
- River Dell Regional Middle SchoolSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8181259
- Firm CRD
- 307189