Nicole Loden, financial advisor Ann Arbor MI

Nicole Loden

CRD Number: 6949231
Current Firm: Cg Advisory Services

Nicole Loden (CRD# 6949231) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 3 years of experience in the finance industry. Nicole Loden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Geneos Wealth Management Inc. Ann Arbor, MI Jun 2019 - Current 3
Evangelista & Associates Ann Arbor, MI Jun 2019 - Current 3
Evangelista & Associates Ann Arbor, MI May 2018 - Jun 2019 1
Geneos Wealth Management Ann Arbor, MI May 2018 - Jun 2019 1
Central Michigan University Mount Pleasant, MI Sep 2014 - May 2018 3
En-unison Salon Livonia, MI Jun 2011 - Aug 2014 3
Schoolcraft Community College Livonia, MI Sep 2013 - May 2014 < 1
Churchill High School Livonia, MI Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Nicole M. Loden
Phone Number: 517-339-7662
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,881
    MILLIONS
  • Total Number of Accounts
    15,913
    ACCOUNTS
  • Average Account Value
    $181,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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