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Arnold R Eichhof

Cornerstone Financial Group

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About Arnold R Eichhof

Arnold Eichhof is a financial advisor registered with Cornerstone Financial Group, offering investment advisory services and financial planning. Arnold also holds the Certified Financial Planner and Chartered Financial Consultant designations. Arnold has extensive experience in the industry, having previously been registered with Principal Securities, Inc. and H. Beck, Inc.

Firm Information

Arnold Eichhof is currently registered with Cornerstone Financial Group. 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.

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Arnold Eichhof’s Registration & Firm History

FL

01/03/2023 - Present

Cornerstone Financial Group (ST. PETERSBURG FL)

FL

03/01/2019 - 01/12/2023

PRINCIPAL SECURITIES, INC. (SAINT PETERBURG FL)

FL

08/27/2018 - 02/26/2019

H. BECK, INC. (Sarasota FL)

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Licenses & Designations

IA

Issued 10/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arnold R Eichhof.
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