Heidi
Cartwright

Cg Advisory Services

CRD#5711934
Investment Advisor
in Traverse City, MI

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About this Advisor

Heidi Cartwright is a financial advisor based out of Traverse City, Michigan who has 7 years of relevant experience. Cartwright works at Cg Advisory Services. Throughout their career, Cartwright has worked at Invest Financial Corporation, Wfg Investments, Inc, Prout Financial Design, Capital Asset Advisory Services, LLC and Geneos Wealth Management Inc. Cartwright holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Cg Advisory Services is an advisory business that has its headquarters in Haslett, MI. It has offices in 43 locations and a total of 80 financial advisors. It handles $3 billion in assets across its 16,610 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 16,610 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types billed by Cg Advisory Services likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1105 E. Eighth Street
Traverse City, MI 49686

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Cg Advisory Services Brokerage Details

Total Assets Under Management

$2,698,457,681

MI Average: $943,424,332
Total Number of Employees

80

MI Average: 21
Total Number of Accounts

16,610

MI Average: 1,586
Average Account Size

$162,460

MI Average: $594,845

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

Heidi Cartwright Work History

Heidi has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Geneos Wealth Management Inc

2016 - Present (8 years)

Capital Asset Advisory Services, LLC

2009 - Present (15 years)

Prout Financial Design

2015 - 2017 (2 years)

Wfg Investments, Inc

2009 - 2015 (6 years)

Invest Financial Corporation

2009 - 2016 (7 years)

Prout Financial Design

*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 Heidi Cartwright 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

Nathaniel Robinson
Haslett, MI
Jeremy Donaldson
Haslett, MI
Emily Haberkern
Ann Arbor, MI
Juan Munoz
Haslett, MI
Elijah Richardson
Williamston, MI
Riley Derwich
Ann Arbor, MI
Nicole Kane
Charlotte, NC
Nathaniel Prout
Traverse City, 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.

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