Cfg Wealth Management Services Inc.

Cfg Wealth Management Services Inc. (CRD# 108351) is a financial advisory firm headquartered in Indianapolis, IN. They manage $91,602,229 in 198 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256
https://www.linkedin.com/company/16165915/
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $462,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, TX

Financial Advisors at Cfg Wealth Management Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Harrier, financial advisor Indianapolis IN
Jonathan W. Harrier
CRD#: 2940130
9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256

Jonathan Harrier (CRD# 2940130) is an Investment Advisor Representative working at Cfg Wealth Management Services Inc. in Indianapolis, IN and has over 26 years of experience in the finance industry.

2
Michael Puckett, financial advisor Indianapolis IN
Michael D. Puckett
CRD#: 1022606
9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256

Michael Puckett (CRD# 1022606) is an Investment Advisor Representative working at Cfg Wealth Management Services Inc. in Indianapolis, IN and has over 42 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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