Nicole LodenCRD 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.
Savant Wealth Management
Strategic Blueprint, LLC
|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|
Total Assets Under Management2,881MILLIONS
Total Number of Accounts15,913ACCOUNTS
Average Account Value$181,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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