Cornerstone Financial Group

CRD 324255 · Appleton, WI · $220.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 324255
SEC number: 801-127126
Firm type: RIA
Assets under management: $220.2M as of Feb 17, 2026
Website: www.cfgwi.com ↗
Phone: 920-832-3821
Address: 158 E Northland Ave, Appleton, WI, 54911

Advisors at this firm

5 in our index · page 1 of 1

Jesse Tyler DunsmoreCRD 6313028 · Appleton, WI

IA RegisteredRegistration inactive
Arnold R EichhofCRD 6858827 · St. Petersburg, FL

IA RegisteredRegistration inactive
Troy Michael LeonardCRD 5899672 · Appleton, WI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Guy MccauleyCRD 6267964 · Appleton, WI

IA RegisteredRegistration inactive
Bolan Michael MontgomeryCRD 7049169 · Appleton, WI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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