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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2023
- Office Locations
- 2
Office Locations
About Cornerstone Financial Group
Cornerstone Financial Group provides personalized financial planning and investment planning for individuals, families, and local businesses, building clear strategies around clients’ lifestyles and goals (retirement, college, estate and tax planning). Based in Wisconsin’s Fox Valley with additional offices in Algoma, WI and St. Petersburg, FL. Portfolios commonly use ETFs and mutual funds, with custody through Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
TROY MICHAEL LEONARD
Chief Compliance Officer
- CRD
- #5899672
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Jesse Tyler Dunsmore
Paraplanner
- CRD
- #6313028
ARNOLD R EICHHOF
Investment Advisor
- CRD
- #6858827
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,485,362 | $153,809 |
| Non-Discretionary | $694,638 | $347,319 |
| Total | $220,180,000 | $154,080 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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