Cfg Wealth Management Services Inc.

Cfg Wealth Management Services Inc. (CRD# 108351) is a financial advisory firm headquartered in Indianapolis, IN. They manage $74,000,000 in 233 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $317,597
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN

Financial Advisors at Cfg Wealth Management Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan W. Harrier
CRD#: 2940130
9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256
96
Wealthminder
score

Jonathan Harrier (CRD# 2940130) is an Investment Advisor Representative working at Cfg Wealth Management Services Inc. in Indianapolis, IN and has over 18 years of experience in the finance industry. Jonathan Harrier 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.

2
Michael D. Puckett
CRD#: 1022606
9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256
96
Wealthminder
score

Michael Puckett (CRD# 1022606) is an Investment Advisor Representative working at Cfg Wealth Management Services Inc. in Indianapolis, IN and has over 34 years of experience in the finance industry. Michael Puckett 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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