Jillian Elizabeth Wagner
Investment adviser representative at Cornerstone Financial Planning, LLC
10 yearsExperience
3 statesRegistered in
$400.7MFirm assets
10 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
Experience
10 years in the industry.
- Cornerstone Financial Planning, LLCAug 2025 to now
- Tamarack Grief Resource CenterSep 2024 to Jul 2025
- Cindy May MarketingSep 2023 to Aug 2024
- Lowell ObservatoryApr 2022 to May 2024
- Bookmans ExchangeDec 2021 to Apr 2022
- Private NannyingApr 2021 to Dec 2021
- Stephanie Collins, DdsJan 2021 to Apr 2021
- Dark Sky BrewingOct 2020 to Jan 2021
- American Conservation ExperienceAug 2020 to Oct 2020
- Barre3 FlagstaffMay 2018 to Jul 2020
- Chico'sFeb 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (ME, NH, TX).
Cornerstone Financial Planning, LLC
$400.7MAssets managed
247Clients
7Advisers
10 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
- 8208985
- Firm CRD
- 129656