Broker Check

Gordon Wollman

MS- FINANCIAL PLANNING, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠

MISSION

To earn our clients’ life-long trust by helping them simplify their lives and make wise financial decisions, delivered by an accomplished, customer-centric and financially astute team.

EXPERIENCE:

Founder & CEO, Cornerstone Financial Solutions, Inc.

Wealth Advisor, Raymond James Financial Services, Inc.

Over 25 years of experience in the financial planning industry

SPECIALIZATION

Retirement and estate planning

MEMBERSHIPS 

Huron Regional Medical Center Foundation Board 

Financial Planning Association

Chamber of Commerce, Huron & Sioux Falls

Huron Christian Church

American Legion


RECOGNITIONS


EDUCATION

College for Financial Planning

Master’s Degree in Financial Planning, CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Mutual Fund Counselor (CMFC®), Chartered Retirement Plans Specialist (CRPS®), Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®)

American College

Chartered Financial Consulatant (ChFC)

Federal Seminars and ChFEBC℠ Inc.

Chartered Federal Employee Benefits Consultant - ChFEBC℠

South Dakota State University

Bachelor of Science Degree

MILITARY

SD National Guard, 1982-1995; Resigned commission in 1998

PERSONAL

Gordon is a lifetime South Dakota resident with his wife, Sheila, and two children. He is an avid hunter and outdoor sportsman.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.