Adviser and broker representative · Cornerstone Advisory, LLC
Willard D. Klink
CRD 837623 · Greenfield, IN
At a glance
Willard D. Klink is an investment adviser representative with Cornerstone Advisory, LLC in Greenfield, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Willard’s SEC record dates to 2009, about 17 years ago. Willard is also registered as a broker representative.
Current advisory firm
- Cornerstone Advisory, LLCSince March 2018Greenfield, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Willard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.