Troy Leonard
Chief Executive, CCO, Cornerstone Financial Group; AIF, AIFA
- Role
- Chief Executive CCO at Cornerstone Financial Group Llc
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Troy Leonard
You\'re used to being prepared, and you know that planning and organization are the keys…
Experience
Chief Executive CCO
Cornerstone Financial Group Llc
Jun 2011 — Present · Appleton, WI, US
Education
STC
FINRA, State and Federal Securities
2010 — 2011
Kaplan
Insurance, Insurance and regulation, Insurance Law
2010 — 2011
Skills
- Group Life Insurance
- Estate Planning
- Retirement
- Brokerage Accounts
- Strategic Financial Planning
- 401k Rollovers
- Fixed Annuities
- Life Insurance
- Deferred Compensation Plans
- Executive Benefit Strategies
- Series 7
- Mutual Funds
- Asset Allocation
- Iras (Roth, Traditional)
- Life Insurance (Term, Universal, Whole)
- Business Continuation
- Executive Bonus Plans
- Term Life Insurance
- Asset Allocation Analysis
- Iras (Traditional & Roth)
- College Funding
- Roth Ira
- Simple Ira
- Charitable Giving
- Long-Term Care Insurance
- Wealth Accumulation Strategies
- Series 66
- Retirement Account Reviews
- Annuities
- Insurance
- Estate Conservation
- Deferred Comensation Plans
- 401k
- Wealth Accumulation
- Financial Needs Analysis
- Business Overhead Expense
- Long Term Care Insurance
- 401(K), 403(B) Sep & Simple Iras
- Roth Iras
- Tax-Deferred Savings
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