Scott Palomaki (CRD# 5631610) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 14 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisory Services, LLC | Appleton, WI | Jan 2011 - Current | 13 |
| Cg Financial Services | Grawn, MI | Jan 2008 - Current | 16 |
| Geneos Wealth Managment Inc. | Grawn, MI | Sep 2017 - Dec 2018 | 1 |
| Wfg Investments, Inc. | Munising, MI | Mar 2015 - Sep 2017 | 2 |
| Invest Financial Corp | Munising, MI | Jan 2008 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- MI
- WI
-
Total Assets Under Management3,215MILLIONS
-
Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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