Troy Michael Leonard
Investment adviser representative at Cornerstone Financial Group
15 yearsExperience
3 statesRegistered in
$220.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Cornerstone Enterprises, LLC dba Cornerstone Financial GroupJan 2023 to now
- Cornerstone Financial GroupApr 2012 to now
- Purshe Kaplan Sterling Investments, Inc.Jan 2023 to Oct 2024
- Principal Securities IncMar 2016 to Jan 2023
- Principal Life Insurance CompanyOct 2011 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WI).
Cornerstone Financial Group
Legal name: Cornerstone Enterprises, LLC
$220.2MAssets managed
579Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5899672
- Firm CRD
- 324255