Anthony
Bagneschi
Cg Advisory Services
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About this Advisor
Anthony Bagneschi is a certified financial planner operating out of Williamston, Michigan who has 1 year of industry experience. Bagneschi is currently employed by Cg Advisory Services. Their career trajectory has included roles at Farm Bureau Insurance, Fb Equity Sales Corporation Of Michigan, Epi Protection, LLC, Jp Morgan Securities LLC, Epi Advisors, LLC, Epi Group, LLC, Jp Morgan Chase Bank, Planmember Securities Corporation, Williams & Co Dba Williams And Company Financial Services, Parkland Securities LLC, Sigma Planning Corporation, Capital Asset Advisory Services, LLC and Cg Financial Services. Bagneschi maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Cg Advisory Services is a financial advisory company based out of Haslett, MI. The investment advisory business has offices in 43 locations and a total of 80 employees. It manages $3 billion in assets across its 16,610 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 16,610 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers a number 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. Financial advisory fee schedules typically vary depending on the type of financial services offered. Fees billed 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
Anthony Bagneschi Work History
Anthony has been registered as a financial advisor for 1 years.*
Capital Asset Advisory Services, LLC
Cg Financial Services
Planmember Securities Corporation
Williams & Co Dba Williams And Company Financial Services
Parkland Securities LLC
Sigma Planning Corporation
Epi Protection, LLC
Epi Advisors, LLC
Epi Group, LLC
Epi Advisors, LLC
Fb Equity Sales Corporation Of Michigan
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Farm Bureau Insurance
*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 Anthony Bagneschi 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
Williamston, MI
Haslett, MI
Williamston, MI
Ann Arbor, MI
Charlotte, NC
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.
