CORNERSTONE ENTERPRISES, LLC
Legal name: CORNERSTONE FINANCIAL GROUP
CRD #324255 SEC #801-127126 APPLETON, WI 920-832-3821
SEC Registered
Total AUM
$183.8M
Discretionary
$183.2M
Employees
7
Clients
10
Accounts
1,386
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, TROY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| LEONARD FINANCIAL LLC | DE | MANAGING MEMBER | E | Control |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B | |
| MCCAULEY ALGOMA HOLDINGS LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| LEONARD, TROY, MICHAEL | I | LEONARD FINANCIAL LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
| MCCAULEY, GUY | I | MCCAULEY ALGOMA HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (7)
AZ FL IL MI MN TX WI
Address
158 E NORTHLAND AVEAPPLETON, WI 54911
United States
Phone: 920-832-3821