Troy Leonard

Troy Leonard Email and Phone Number

Chief Executive, CCO, Cornerstone Financial Group; AIF @ Cornerstone Financial Group LLC
appleton, wisconsin, united states
Troy Leonard's Location
Appleton, Wisconsin, United States, United States
Troy Leonard's Contact Details

Troy Leonard personal email

About Troy Leonard

You're used to being prepared, and you know that planning and organization are the keys to success. You owe it to yourself and your family, then, to make sure all aspects of your financial life are in order. That's where I come in. I can help you customize solutions to meet your goals, regardless of their size, scope, and no matter how close you are.*Recruiters please refrain from reaching out, our clients like us just as we are: completely independent.

Troy Leonard's Current Company Details
Cornerstone Financial Group LLC

Cornerstone Financial Group Llc

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Chief Executive, CCO, Cornerstone Financial Group; AIF
appleton, wisconsin, united states
Website:
cfgwi.com
Employees:
10
Troy Leonard Work Experience Details
  • Cornerstone Financial Group Llc
    Chief Executive; Cco
    Cornerstone Financial Group Llc Jun 2011 - Present
    Appleton, Wisconsin, United States
    Leader of an independent Registered Investment Advisor organization.
  • Cornerstone Financial Group Llc
    Investment Adviser Representative Registered Financial Rep Principal Securities Registered Rep
    Cornerstone Financial Group Llc Jun 2011 - Dec 2022
    Appleton, Wisconsin
  • Principal Financial Group
    Senior Investment Adviser Rep. Registered Financial Rep. Principal Securities Registered Rep.
    Principal Financial Group Jun 2011 - Jan 2023
    Appleton, Wi
  • Bergstrom Automotive
    Sales And Leasing Consultant
    Bergstrom Automotive May 2009 - Apr 2011
    Certified Ford sales consultant, Master certified sales consultant, SYNC specialist. Originated and maintained client automotive sales and leasing transactions. Educated and informed on new Ford products and technology to clients and co-workers
  • Racette Ford
    Sales And Leasing Consultant
    Racette Ford Jan 2009 - Mar 2009
    New and Used Automotive Sales
  • Les Stumpf Ford
    Sales And Leasing Consultant
    Les Stumpf Ford Apr 2007 - Jan 2009
    New and Used Automotive Sales
  • Us Navy
    Seaman
    Us Navy Oct 2004 - Oct 2006

Troy Leonard Skills

403 Sep And Simple Iras Annuities Asset Allocation Analysis Brokerage Accounts Business Continuation Buy Sell Agreements Buy Sell Review Charitable Giving College Funding Current Policy Review Deferred Compensation Plans Disability Income Insurance Estate Conservation Estate Planning Strategies Executive Benefit Strategies Executive Bonus Plans Financial Needs Analysis Financial Seminars Group Annuities Group Life Insurance Income Protection Informal Business Valuation Iras Iras Key Person Insurance Life Insurance Long Term Care Insurance Mutual Funds Pension Plans Retirement Account Reviews Retirement Planning Retirement Plans Salary Continuation Split Dollar Plans Supplemental Retirement Income Survivor Income Tax Deferred Savings Wealth Accumulation Strategies

Troy Leonard Education Details

  • Kaplan
    Kaplan
    Insurance And Regulation, Insurance Law
  • Stc
    Stc
    State And Federal Securities
  • Notre Dame Preparatory
    Notre Dame Preparatory

Frequently Asked Questions about Troy Leonard

What company does Troy Leonard work for?

Troy Leonard works for Cornerstone Financial Group Llc

What is Troy Leonard's role at the current company?

Troy Leonard's current role is Chief Executive, CCO, Cornerstone Financial Group; AIF.

What is Troy Leonard's email address?

Troy Leonard's email address is tm****@****hoo.com

What is Troy Leonard's direct phone number?

Troy Leonard's direct phone number is +192020*****

What schools did Troy Leonard attend?

Troy Leonard attended Kaplan, Stc, Notre Dame Preparatory.

What are some of Troy Leonard's interests?

Troy Leonard has interest in My Growing Family, Children, Economic Empowerment, My Church, American And Global Market Analysis, Cars, Education, Economics, Health.

What skills is Troy Leonard known for?

Troy Leonard has skills like 403 Sep And Simple Iras, Annuities, Asset Allocation Analysis, Brokerage Accounts, Business Continuation, Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Current Policy Review, Deferred Compensation Plans, Disability Income Insurance.

Who are Troy Leonard's colleagues?

Troy Leonard's colleagues are Donald Hasty, Mary Mccauley.

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