Cornerstone Advisors, LLC

Wisconsin

Registered In

01/03/2013

Incorp. Date

Company Summary

Cornerstone Advisors, LLC in Wisconsin lists Edward C Fox III of Wausau, WI.

Overview

Registered In

Wisconsin

Incorporation Date

01/03/2013

Company Type

Domestic Limited Liability Company

Status

Restored to Good Standing

Registration Type

Domestic

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People

Edward C Fox III Registered Agent

2711 STEWART AVE, WAUSAU, WI 54401

Financials

Financial Information for Cornerstone Advisors, LLC

Form 5500

CORNERSTONE ADVISORS, LLC

2100 Stewart Ave Suite 205, Wausau, Wi 54401 (715) 849-3697 EIN:46-1707828 Plan Admin:Edward Fox III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCORNERSTONE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 6 Assets BOY/EOY$998,710 / $1,203,941	2023	CORNERSTONE ADVISORS, LLC 401(K) PLAN - Plan #001	13 / 6	$998,710 / $1,203,941
2022	Plan NameCORNERSTONE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$1,387,734 / $998,710	2022	CORNERSTONE ADVISORS, LLC 401(K) PLAN - Plan #001	15 / 13	$1,387,734 / $998,710
2021	Plan NameCORNERSTONE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$1,067,426 / $1,387,734	2021	CORNERSTONE ADVISORS, LLC 401(K) PLAN - Plan #001	15 / 15	$1,067,426 / $1,387,734
2020	Plan NameCORNERSTONE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$743,189 / $1,067,426	2020	CORNERSTONE ADVISORS, LLC 401(K) PLAN - Plan #001	15 / 15	$743,189 / $1,067,426
2019	Plan NameCORNERSTONE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$470,568 / $743,189	2019	CORNERSTONE ADVISORS, LLC 401(K) PLAN - Plan #001	13 / 15	$470,568 / $743,189

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CORNERSTONE ADVISORS, LLC

2711 Stewart Ave, Wausau, Wi 54401-4140 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No Franchise:Ameriprise Financial

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$64,000 Forgiven$64,829 LenderIntercity State Bank Jobs6	04/09/2020	$64,000	$64,829	Intercity State Bank	6

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Cornerstone Advisors LLC Registered in Michigan	Grand Rapids, MI	View Report
Cornerstone Re Advisors, LLC Registered in New York	Albany, NY	View Report
Empire Cornerstone Advisors LLC Registered in New York	New York, NY	View Report
Cornerstone Advisors, LLC Registered in Ohio	Ohio	View Report
Cornerstone Advisors Group, LLC Registered in New Mexico	Santa Fe, NM Wilton, CT	View Report
Cornerstone Advisors, LLC Registered in North Dakota	Baxter, MN Bismarck, ND	View Report
Cornerstone Business Advisors, LLC Registered in Arizona	Phoenix, AZ	View Report
Cornerstone Capital Advisors, LLC Registered in Wyoming	Cheyenne, WY San Francisco, CA	View Report
Cornerstone Financial Advisors, LLC Registered in Florida	Umatilla, FL Winter Park, FL	View Report
Cornerstone Private Advisors, LLC. Registered in Florida	Aiken, SC Delray Beach, FL	View Report
Cornerstone Smb Advisors, LLC Registered in Pennsylvania		View Report
Cornerstone Wealth Advisors, LLC Registered in Missouri	Kansas City, MO Overland Park, KS	View Report
Cornerstone Advisors, LLC Registered in North Carolina	Asheville, NC	View Report
Cornerstone Advisors, LLC Registered in Arkansas	Parker, CO	View Report
Cornerstone Investment Advisors, LLC Registered in Maine	Nobleboro, ME	View Report
Cornerstone Re Advisors, LLC Registered in Texas	Austin, TX Edison, NJ	View Report
Cornerstone Advisors LLC Registered in Florida	Cooper City, FL	View Report
Cornerstone Philanthropic Advisors LLC Registered in Virginia	Virginia	View Report
Cornerstone Advisors, LLC Registered in California	Mill Valley, CA Valley, CA	View Report
Cornerstone Advisors Group, LLC Registered in Oklahoma	Oklahoma City, OK Stamford, CT	View Report

Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor • U.S. Small Business Administration