Arnold
Eichhof

Cornerstone Financial Group

CRD#6858827
Investment Advisor
in Appleton, WI

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About this Advisor

Arnold Eichhof is a financial advisor based in Appleton, Wisconsin, working with Cornerstone Financial Group. Arnold has previously held positions at H. Beck, Inc, Modern Wealth, LLC, Int'L Mfg Group, LLC, Stts, Inc, Prima Die Casting, Inc, Principal Life Insurance Company, Principal Securities Inc, Cornerstone Enterprises, LLC Dba Cornerstone Financial Group, and Principal Securities Inc, Dba Cornerstone Financial Group. Arnold has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Wisconsin. Currently, Arnold is part of Cornerstone Financial Group, which operates out of Appleton, Wisconsin. The firm has 2 offices and 4 employees. The firm manages assets totaling $146.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cornerstone Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

158 E Northland Ave
Appleton, WI 54911

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Cornerstone Financial Group Brokerage Details

Total Assets Under Management

$146,860,940

WI Average: $2,826,565,184
Total Number of Employees

4

WI Average: 43
Total Number of Accounts

1,084

WI Average: 1,898
Average Account Size

$135,481

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Arnold Eichhof Work History

2023 - Present (1 year)

Cornerstone Enterprises, LLC Dba Cornerstone Financial Group

2022 - 2023 (1 year)

Principal Securities Inc, Dba Cornerstone Financial Group

2019 - 2023 (4 years)

Principal Life Insurance Company

2019 - 2023 (4 years)

Principal Securities Inc

2017 - 2019 (2 years)

H. Beck, Inc

2017 - 2019 (2 years)

Modern Wealth, LLC

2016 - 2017 (1 year)

Int'L Mfg Group, LLC

2015 - 2016 (1 year)

Stts, Inc

2008 - 2015 (7 years)

Prima Die Casting, Inc

Disclosures

Please visit the SEC profile of Arnold Eichhof to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Financial Group

Jesse Dunsmore
Appleton, WI
Guy Mccauley
Appleton, WI
Bolan Montgomery
Appleton, WI
Troy Leonard
Appleton, WI
Arnold Eichhof
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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