Allison Cerven
Cornerstone Financial Group · Omaha, Nebraska
Allison Cerven is a fee-only financial advisor at Cornerstone Financial Group in Omaha, Nebraska, who holds the CFP credential. Cornerstone Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Financial Group |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $292.2M across 950 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, NE · CRD 6385657 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | cornerstonefinancialgroup.com |
| Profile |
How Allison's firm compares
- Cornerstone Financial Group's average account is about $308,000, from its Form ADV (assets managed divided by 950 accounts).
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Questions about Allison
Is Allison Cerven a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Cornerstone Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Cornerstone Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Cerven based?
Allison Cerven is based in Omaha, Nebraska.
What credentials does Allison Cerven hold?
Allison Cerven holds the CFP credential.
Is Allison Cerven registered with the SEC?
Yes. Allison Cerven is registered as an investment adviser representative in IA and NE (CRD 6385657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Financial Group manage?
Cornerstone Financial Group reports $292.2M across 950 accounts in assets under management.
How do I contact Allison Cerven?
Through Allison's website, cornerstonefinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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