Ariel
Reque
Cg Advisory Services
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About this Advisor
Ariel Reque is a financial advisor based in Marquette, Michigan, working with Cg Advisory Services. Ariel has previously held positions at Wells Fargo Bank, Flagstar Bank, Nicolet National Bank, and Private Client Services. Ariel has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Ariel is part of Cg Advisory Services, which operates out of Marquette, Michigan. The firm has 25 offices and 130 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cg Advisory Services includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$3,215,431,631
130
17,241
$186,499
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
Ariel Reque Work History
Nicolet National Bank
Private Client Services
Flagstar Bank
Wells Fargo Bank
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Ariel Reque to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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