Cfg Retirement

Cfg Retirement (CRD# 179516) is a financial advisory firm headquartered in Edina, MN. They manage $123,422,168 in 267 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4550 W 77th Street, Suite #380, Edina, MN 55435
http://assuredretirementgroup.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $462,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Cfg Retirement
Showing 1 - 3 of 3 top financial advisors.
1
Vincent Oldre, financial advisor Edina MN
Vincent L. Oldre
CRD#: 6316933
4550 W 77th Street, Suite 380, Edina, MN 55435

Vincent Oldre (CRD# 6316933) is an Investment Advisor Representative working at Cfg Retirement in Edina, MN and has 1 year of experience in the finance industry.

2
Michael Stendahl, financial advisor Edina MN
Michael Stendahl
CRD#: 2408225
4550 W 77th Street, Suite 380, Edina, MN 55435

Michael Stendahl (CRD# 2408225) is an Investment Advisor Representative working at Cfg Retirement in Edina, MN and has over 28 years of experience in the finance industry.

3
Jacqueline Nelson-Lamott, financial advisor Edina MN
Jacqueline A. Nelson-Lamott
CRD#: 7225216
4550 W 77th Street, Suite 380, Edina, MN 55435

Jacqueline Nelson-Lamott (CRD# 7225216) is an Investment Advisor Representative working at Cfg Retirement in Edina, MN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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