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Cornerstone Financial Group

Headquartered in APPLETON, WI

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Firm Information

Cornerstone Financial Group is an investment advisor located in APPLETON, WI. The firm has 4 licensed agents, 4 investment advisor representatives, and 2 registered representatives. Cornerstone Financial Group manages $146,860,940 in regulatory assets. They provide advisory services such as financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They primarily serve individuals and high-net-worth individuals.

Cornerstone Financial Group

158 E NORTHLAND AVE

APPLETON, WI 54911

$146.86M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CORNERSTONE FINANCIAL GROUP has a total of 3 branch locations across the country.
location

APPLETON, WI

location

ST. PETERSBURG, FL

location

Algoma, WI

Advisors at Cornerstone Financial Group

View All 5 Advisors
Unclaimed
Jesse Tyler Dunsmore

RA

APPLETON, WI

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Unclaimed
Guy McCauley

RA

APPLETON, WI

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Unclaimed
Troy Michael Leonard

RA

APPLETON, WI

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Unclaimed
Bolan Michael Montgomery

RA

APPLETON, WI

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Unclaimed
Arnold R Eichhof

CFP®, CFC®, RA

APPLETON, WI

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Disclosures

There are no public disclosures for Cornerstone Financial Group.

Frequently Asked Questions (7)

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