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158 E Northland Ave, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| WI | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Appleton | WI | 10/2011 | 08/2022 |
| Cornerstone Financial Group | Appleton | WI | 04/2012 | 01/2023 |
| Principal Securities Inc | Appleton | WI | 03/2016 | 01/2023 |
| Cornerstone Enterprises, Llc Dba Cornerstone Financial Group | Appleton | WI | 01/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Appleton | WI | 01/2023 | 10/2024 |
1) Fixed Insurance, Life, 08/30/17. 2) Leonard Financial LLC; Not Investment Related; Appleton, WI; Owner; Entity established for tax purposes only. Not used as DBA.; Start Date: 10/01/2018; 0 hrs per month; 0 during trading hours. 3) Fixed Insurance; Investment Related; Appleton, WI; Agent; Medicare Supplements; Start Date: 08/31/2021; 16 hrs per month; 16 during trading hours. 4) 2A Enthusiast Industries, LLC DBA Genesis Impact Sports. Investment Related. 327 Randolph Dr., Suite D, Appleton WI 54913. Investor/owner. 11/28/2022. 5 Hrs/month; 0 during trading hours. Investing with two friends and two business acquaintances in the purchase of a standing business called Trigger Action Sports, I will be 15/ owner of said company and have equal voice. I will be leveraging my knowledge of sales and business operations to assist with the business in a board level style of interaction. I will have access to but not sole control over the finances of the organization. This venture is not related in any way to the investment or insurance industry. I will be utilizing limited day-time hours to service the organization and likely no hours during trading. I am unsure of incomes as this is a other wise currently not profitable business we are taking on in hopes of turning a profit in the future. 5) Cornerstone Financial Group Medicare Sales. Not investment related. 158 E Northland Ave Appleton, WI 54911. Principal. Independent Insurance Agency. 10/1/2021. Hrs/month 2 with 0 during trading hours. Sales and cultivation of medicare recipient book of business. 6) Cornerstone Enterprises LLC. Investment Related. 158 E Northland Ave Appleton, WI 54911. Registered Investment Advisor. Chief Executive / CCO. 01/03/2023. Hrs/month 200+ all during trading hours. Wealth management and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-27 |
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