Cg Advisory Services

Cg Advisory Services (CRD# 110929) is a financial advisory firm headquartered in Williamston, MI. They manage $3,215,431,631 in 17,241 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
148 E Grand River Ave., Williamston, MI 48895
http://www.strategicwealthconcepts.net/about
By the Numbers
  • Total Assets Under Management
    3,215
    MILLION
  • Total Number of Accounts
    17,241
    ACCOUNTS
  • Average Account Value
    $186,499
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cg Advisory Services
Showing 41 - 50 of 61 top financial advisors.
41
Nicholas Thiede, financial advisor Williamston MI
Nicholas D. Thiede
CRD#: 6726561
148 E. Grand River Ave Suite 111, Williamston, MI 48895

Nicholas Thiede (CRD# 6726561) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 6 years of experience in the finance industry.

42
Brian Walker, financial advisor Williamston MI
Brian J. Walker
CRD#: 6270667
148 E Grand River Ave., Williamston, MI 48895

Brian Walker (CRD# 6270667) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 8 years of experience in the finance industry.

43
Christian Whitehead, financial advisor Williamston MI
Christian D. Whitehead
CRD#: 5740481
148 E Grand River Ave., Williamston, MI 48895

Christian Whitehead (CRD# 5740481) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 12 years of experience in the finance industry.

44
Josiah Whitten, financial advisor Hampstead NC
Josiah Whitten
CRD#: 6357031
233-a Merchants Cir Suite 205, Hampstead, NC 28443

Josiah Whitten (CRD# 6357031) is an Investment Advisor Representative working at Cg Advisory Services in Hampstead, NC and has over 9 years of experience in the finance industry.

45
Jonathan Cohen, financial advisor Williamston MI
Jonathan L. Cohen
CRD#: 2703972
148 E Grand River Ave., Williamston, MI 48895
Jonathan Cohen (CRD# 2703972) is an Investment Advisor Representative working at Cg Advisory Services in Haslett, MI and has over 27 years of experience in the finance industry. Jonathan Cohen 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 putclients' interests first and comply with the Financial Planning Practice Standards.
46
Brent Bruggink, financial advisor Williamston MI
Brent N. Bruggink
CRD#: 6406347
148 Grand River Rd., Williamston, MI 48895

Brent Bruggink (CRD# 6406347) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 9 years of experience in the finance industry.

47
Cassidy Carr, financial advisor Longview TX
Cassidy Carr
CRD#: 7364666
406 Magrill St, Longview, TX 75601

Cassidy Carr (CRD# 7364666) is an Investment Advisor Representative working at Cg Advisory Services in Longview, TX and has 1 year of experience in the finance industry.

48
Riley Derwich, financial advisor Ann Arbor MI
Riley N. Derwich
CRD#: 7372959
3005 Boardwalk, Ann Arbor, MI 48108

Riley Derwich (CRD# 7372959) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has 1 year of experience in the finance industry.

49
Grant Dunatchik, financial advisor Williamston MI
Grant P. Dunatchik
CRD#: 7100946
148 E Grand River Ave., Williamston, MI 48895

Grant Dunatchik (CRD# 7100946) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 3 years of experience in the finance industry.

50
Alexandria Fulton, financial advisor Williamston MI
Alexandria L. Fulton
CRD#: 7187959
148 E Grand River Ave, Williamston, MI 48895

Alexandria Fulton (CRD# 7187959) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 2 years of experience in the finance industry.

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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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