Jeffrey
Casey
Cg Advisory Services
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About this Advisor
Jeffrey Casey is a certified financial planner and chartered financial consultant based out of Haslett, Michigan with a total of 13 years of relevant experience. Casey works at Cg Advisory Services. Their career trajectory has included roles at Capital Asset Advisory Services, Capital Asset Insurance Services, Cg Financial Services, Invest Financial Corporation, Wfg Investments, Inc and Geneos Wealth Management Inc. Casey holds a Series 63 license, designating them as a securities broker, and is able to work in Michigan, New Jersey and North Carolina. Cg Advisory Services is an advisory business headquartered in Haslett, MI. The firm has offices in 43 locations and a total of 80 financial advisors. It controls $3 billion in total assets across its 16,610 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 16,610 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a diverse array 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 fees largely are based on which services are offered. Fees charged by Cg Advisory Services most likely are comprised of some blend 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
Jeffrey Casey Work History
Jeffrey has been registered as a financial advisor for 13 years.*
Capital Asset Advisory Services
Cg Financial Services
Geneos Wealth Management Inc
Wfg Investments, Inc
Invest Financial Corporation
Capital Asset Insurance Services
*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 Jeffrey Casey 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
Haslett, MI
Haslett, MI
Traverse City, MI
Charlotte, NC
Charlotte, NC
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.
