Leonard Gresens

CORNERSTONE INVESTMENT ADVISORS GROUP

Shreveport, LA 71104

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CRD#: 1455635

Professional summary

Leonard Gresens is a registered financial advisor currently at CORNERSTONE INVESTMENT ADVISORS GROUP, LLC located in Shreveport, Louisiana.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Leonard has worked at 12 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LEONARD GRESENS IS A LICENSED INSURANCE AGENT AND THE OWNER OF AN INSURANCE AGENCY; CORNERSTONE FINANCIAL SERVICES, LLC, UPON WHICH HE SPENDS APPROXIMATELY 50% OF HIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2012 - Present

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

Office #1: 960 Sheridan Ave Suite B, Shreveport, LA 71104

RIA

CRD#: 159760

Shreveport, LA

Past

August 19, 2009 - December 31, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

SHREVEPORT, LA

Past

June 15, 2007 - September 6, 2007

KOVACK SECURITIES INC.

CRD#: 44848

SHREVEPORT, LA

Past

January 3, 2005 - June 18, 2007

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

January 21, 2000 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

CRD#: 44707

LONGVIEW, TX

Past

December 10, 1999 - January 20, 2000

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

June 15, 1994 - November 19, 1999

SUNPOINT SECURITIES, INC.

CRD#: 25442

LONGVIEW, TX

Past

October 9, 1992 - December 19, 1993

TOWER INVESTMENT GROUP, INC.

CRD#: 24180

Past

October 28, 1991 - September 28, 1992

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

March 20, 1989 - May 15, 1991

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 3, 1986 - April 3, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 20, 1986 - July 23, 1986

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/13/2012)

IAR

Texas
(1/26/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/23/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 10/24/1996

NFA Branch Manager Examination

Current Firm

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

CRD#: 159760 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/13/2012 Approved)

Texas

Registered Investment Advisory firm - (1/26/2013 Conditional Restricted)

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Contact information

Main Address

960 Sheridan Ave Suite B, Shreveport, LA 71104

Mailing Address

Phone number

(318) 221-8888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 5,701,078

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Leonard Gresens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Gresens's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

KOVACK SECURITIES INC.

WFG INVESTMENTS, INC.

PRO-INTEGRITY SECURITIES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SUNPOINT SECURITIES, INC.

TOWER INVESTMENT GROUP, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

MORGAN STANLEY DW INC.

INTEGRATED RESOURCES EQUITY CORPORATION

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2011

Series 63

Date: 6/4/1986

Series 3

Date: 10/23/1996

Series 7

Date: 3/15/1986

Series 30

Date: 10/24/1996

Current Firm

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

TRUST BUT VERIFY

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