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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and February 17, 2026, reported AUM increased 19.8%, from $183.8M to $220.2M.
Across 4 reported observations, AUM increased 114.1% between August 3, 2023 and February 17, 2026, from $102.9M to $220.2M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 5 advisory representatives and 579 clients, or 115.8 clients per representative. That equates to $380.3K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on October 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cornerstone Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Cornerstone Financial Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Cornerstone Financial Group's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.