Julianne Hertel has been an investment adviser representative at Cornerstone Planning Group since April 2026, 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.
Julianne Hertel is a Financial Advisor at Cornerstone Planning Group, operating under her firm, Dream Big Wealth Strategies, based in Worcester, Massachusetts. She works with clients to align financial decisions with personal missions rooted in family, philanthropy and meaningful goals. She emphasizes education, transparency and shared decision-making.
Julianne Hertel’s longest registration was 14 years at Eagle Strategies LLC (2011–2026). Before joining Cornerstone Planning Group in 2026, Julianne Hertel was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · under a yearWorcester, MA · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 14 yearsWorcester, MA · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Julianne Hertel is registered as an investment adviser representative in Massachusetts, since April 2026.
- MassachusettsSince 2 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 September 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5334874
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 12 East Worcester Street, Worcester, MA 01604
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Julianne Hertel work?
Julianne Hertel is an investment adviser representative registered through Cornerstone Planning Group Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julianne Hertel a financial advisor?
Yes. Julianne Hertel has a current investment-adviser registration in Massachusetts, through Cornerstone Planning Group since April 2026.
How many years of experience does Julianne Hertel have?
Julianne Hertel has 19 years in the financial industry, since September 2007, across 2 adviser firms.
What exams has Julianne Hertel passed?
Julianne Hertel has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2007. FINRA credited Julianne Hertel with the SIE, which began in October 2018.
Where did Julianne Hertel work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Julianne Hertel was registered through Eagle Strategies LLC, September 2011 to March 2026.
Where is Julianne Hertel based?
Julianne Hertel’s registered office is in Worcester, MA.
Is Julianne Hertel registered with FINRA?
No. Julianne Hertel has no current broker registration.
How can I verify Julianne Hertel’s record?
Search CRD 5334874 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julianne Hertel’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO