Allison
Muether
Cg Advisory Services
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About this Advisor
Allison Muether is a certified financial planner operating out of Ann Arbor, Michigan with a total of 2 years of relevant experience. Muether is currently employed by Cg Advisory Services. Muether has gained experience at Geneos Wealth Management, Evangelista & Associates, Focus Financial Group, Central Michigan University, Bad Axe High School and Lpl Financial LLC. Muether maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Cg Advisory Services is a registered investment company operating out of Haslett, MI. It has offices in 43 locations and a total of 80 financial advisors. It oversees $3 billion in assets under management across its 16,610 accounts, placing it among the biggest firms in the country by assets under management. Of its 16,610 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Cg Advisory Services offers a number of services, including 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. Financial advisory fee schedules are based on which services the firm provides the client. Fees charged by Cg Advisory Services can be comprised 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
Allison Muether Work History
Allison has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Evangelista & Associates
Geneos Wealth Management
Geneos Wealth Management
Evangelista & Associates
Focus Financial Group
Central Michigan University
Bad Axe High School
*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 Allison Muether 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
Traverse City, MI
Haslett, MI
Charlotte, NC
Munising, MI
Ann Arbor, MI
Haslett, MI
Haslett, 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.
