Cornerstone Financial Group

Cornerstone Financial Group (CRD# 324255) is a financial advisory firm headquartered in Appleton, WI. They manage $146,860,940 in 1,084 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
158 E Northland Ave, Appleton, WI 54911
https://www.cfgwi.com
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    1,084
    ACCOUNTS
  • Average Account Value
    $135,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, MI, MN, TX, WI

Financial Advisors at Cornerstone Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Arnold Eichhof, financial advisor Appleton WI
Arnold R. Eichhof
CRD#: 6858827
158 E Northland Ave, Appleton, WI 54911

Arnold Eichhof (CRD# 6858827) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 5 years of experience in the finance industry.

2
Troy Leonard, financial advisor Appleton WI
Troy M. Leonard
CRD#: 5899672
158 E Northland Ave, Appleton, WI 54911

Troy Leonard (CRD# 5899672) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 12 years of experience in the finance industry.

3
Guy McCauley, financial advisor Appleton WI
Guy McCauley
CRD#: 6267964
158 E Northland Ave, Appleton, WI 54911

Guy McCauley (CRD# 6267964) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 10 years of experience in the finance industry.

4
Bolan Montgomery, financial advisor Appleton WI
Bolan M. Montgomery
CRD#: 7049169
158 E Northland Ave, Appleton, WI 54911

Bolan Montgomery (CRD# 7049169) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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