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Arnold R Eichhof

Arnold R. Eichhof

CORNERSTONE FINANCIAL GROUP
St. Petersburg, FL 33704
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CRD#: 6858827
Arnold R Eichhof

Professional summary


Arnold R Eichhof, AIF®, CFP®, who also goes by Arnold Eichhof, Arnold Raymond Eichhof, is a registered financial advisor currently at CORNERSTONE FINANCIAL GROUP located in St. Petersburg, Florida.

Arnold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Arnold has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arnold Eichhof | Arnold Raymond Eichhof

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.
~1) Fixed Insurance; Investment-related; Seminole, FL; Insurance agent; Fixed Annuities, LI, DI, LTC; Start Date: 03/01/2019; 20 hours/month with 20 during trading hours. ~2) Pinellas Soccer Officials Association; Not investment-related; Largo, FL; Referee; Start Date: 10/01/2003; 0-14 hours/month (November, December, January, February); 0 during trading hours; Duties: Referee middle & high school games. ~3) USSF Soccer Referee; Not investment-related; Chicago, IL; Referee; Start Date: 10/01/2000; 0-12 hours/month (weekends only); 0 during trading hours; Duties: Refereeing youth and adult amateur soccer games occasionally. ~4) Health Insurance; Not investment-related; Address: 3637 4th St N, #270, St. Petersburg, FL 33704; Position: Representative; Start date: 12/01/2022; 4 hours/month; 4 during trading hours; Duties: Sales of Group Health Products. ~5) BNI - Referrals in Action; Not investment-related; 8175 Lakewood Rand Blvd, Lakewood Ranch, FL; Interim President; Start date: March 1, 2025; Approximately 8 hours/month outside of trading hours and 1 hour/month during securities trading hours; Duties: serving in a leadership role that is not limited to and can include: Chapter President, VP, membership, and/or mentor coordinator roles.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arnold R Eichhof's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


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

Start date: 2020

Experience


Current

January 3, 2023 - Present

CORNERSTONE FINANCIAL GROUP

Office #1: 3637 4th St N #270, St. Petersburg, FL 33704
RIA
CRD#: 324255
St. Petersburg, FL
Past

March 6, 2019 - January 12, 2023

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
SAINT PETERBURG, FL
Past

March 1, 2019 - January 12, 2023

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAINT PETERBURG, FL
Past

October 25, 2018 - February 26, 2019

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Sarasota, FL
Past

August 27, 2018 - February 26, 2019

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Sarasota, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CORNERSTONE FINANCIAL GROUP
CORNERSTONE ENTERPRISES, LLC | CORNERSTONE FINANCIAL GROUP

CRD#: 324255 / SEC#: 801-127126

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)

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
Florida
(6/9/2023)
IAR
Wisconsin
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/19/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CORNERSTONE FINANCIAL GROUP
CORNERSTONE ENTERPRISES, LLC | CORNERSTONE FINANCIAL GROUP

CRD#: 324255 / SEC#: 801-127126

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)
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Contact information


Main Address
158 E Northland Ave, Appleton, WI 54911
Mailing Address
Phone number
(920) 832-3821
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - CORNERSTONE ENTERPRISES, LLC DBA CORNERSTONE FINANCIAL GROUP (2/24/2025)

Regulatory assets under management


Total Number of Accounts1,386
AUM (Assets Under Management)$ 183,820,785

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.

Company Information


CORNERSTONE FINANCIAL GROUP

CRD#: 324255St. Petersburg, FL 33704

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