Irene Stolte has been an investment adviser representative at Cornerstone Planning Group since September 2025, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Irene Stolte is a Financial Advisor operating under Horizon Wealth Strategies, a firm affiliated with Cornerstone Planning Group. She works with pre-retirees and retirees, with a particular focus on supporting female pharmaceutical executives with retirement planning. She focuses on breaking down the complexity of financial planning so clients can make informed decisions.
Irene Stolte’s longest registration was 9 years at Eagle Strategies LLC (2016–2025). Before joining Cornerstone Planning Group in 2025, Irene Stolte was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · 1 yearSomerville, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 9 yearsSomerville, NJ · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Irene Stolte is registered as an investment adviser representative in New Jersey, since September 2025.
- New JerseySince 2 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 April 2016 |
| Series 7 | General Securities Representative Examination | 12 August 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Irene E Stolte
- CRD
- 4465070
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 21 Maple Street, Somerville, NJ 08876
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Irene Stolte work?
Irene Stolte is an investment adviser representative registered through Cornerstone Planning Group Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Irene Stolte a financial advisor?
Yes. Irene Stolte has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since September 2025.
How many years of experience does Irene Stolte have?
Irene Stolte has 24 years in the financial industry, since November 2001, across 2 adviser firms.
What exams has Irene Stolte passed?
Irene Stolte has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2001. FINRA credited Irene Stolte with the SIE, which began in October 2018.
Where is Irene Stolte based?
Irene Stolte’s registered office is in Somerville, NJ.
Is Irene Stolte registered with FINRA?
No. Irene Stolte has no current broker registration.
How can I verify Irene Stolte’s record?
Search CRD 4465070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Irene Stolte’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO