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).
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Total Assets Under Management147MILLION
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Total Number of Accounts1,084ACCOUNTS
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Average Account Value$135,481
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, IL, MI, MN, TX, WI
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.
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.
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.
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.