Adam
Lesperance
Cg Advisory Services
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About this Advisor
Adam Lesperance is a certified financial planner and chartered financial consultant based in Haslett, Michigan with a total of 13 years of relevant experience. Lesperance currently works for Cg Advisory Services. During their career, the advisor has held roles at Capital Asset Advisory Services, LLC, Invest Financial Corp, Wfg Investments, Inc, Geneos Wealth Managment Inc and Cg Financial Services, LLC. Lesperance maintains a Series 63 license, which qualifies them as a securities representative, and is registered to work in Michigan. Cg Advisory Services is a company operating out of Haslett, MI. It has offices in 43 locations and a total of 80 employees. It oversees $3 billion in assets between its 16,610 client accounts, placing it among the largest firms in the United States by assets under management. Of its 16,610 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which services the firm provides the client. Fees billed by Cg Advisory Services likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$2,698,457,681
80
16,610
$162,460
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Lesperance Work History
Adam has been registered as a financial advisor for 13 years.*
Cg Financial Services, LLC
Capital Asset Advisory Services, LLC
Geneos Wealth Managment Inc
Wfg Investments, Inc
Invest Financial Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Lesperance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cg Advisory Services
Haslett, MI
Munising, MI
Charlotte, NC
Haslett, MI
Haslett, MI
Charlotte, NC
Haslett, MI
Williamston, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
