Emily Haberkern, financial advisor Ann Arbor MI

Emily Haberkern

CRD Number: 5509501
Current Firm: Cg Advisory Services

Emily Haberkern (CRD# 5509501) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 12 years of experience in the finance industry. Emily Haberkern 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
Lpl Financial LLC Ann Arbor, MI Apr 2023 - Current < 1
Evangelista And Associates Ann Arbor, MI Apr 2017 - Current 6
Capital Asset Advisory Services Ann Arbor, MI Apr 2017 - Current 6
Geneos Wealth Management, Inc. Ann Arbor, MI Oct 2017 - Apr 2023 5
Girard Securities San Diego, CA Apr 2016 - Apr 2017 1
Invest Financial Corp Ann Arbor, MI Oct 2014 - Apr 2016 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Oct 2012 - Oct 2014 2
Financial Independents Lansing, MI Oct 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Emily R. Haberkern
Phone Number: 517-339-7662
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,698
    MILLIONS
  • Total Number of Accounts
    16,610
    ACCOUNTS
  • Average Account Value
    $162,460
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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