KE
Kenneth P. Evangelista
CG ADVISORY SERVICES
WILLIAMSTON, MI 48895
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CRD#: 2747013
KE
Professional summary
Kenneth Patrick Evangelista, who also goes by Ken Evangelista, is a registered financial advisor currently at CG ADVISORY SERVICES located in Williamston, Michigan and LPL FINANCIAL LLC located in Williamston, Michigan.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kenneth has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken Evangelista
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 04/2023 - Wealth Advisory Group Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 2) 04/2023 - CG Advisor Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 3) 04/2023 - CAAS INC-Holding Company - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Start: 04/2023 - 100 Hr/Mth 4) 06/07/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/24/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading 5) 06/07/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/24/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 07/03/2024 - CG FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 7) 07/10/2024 - CG FINANCIAL SERVICES - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Patrick Evangelista's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 13, 2011 - Present
CG ADVISORY SERVICES
Office #1: 148 E. Grand River Avenue Suite 111, Williamston, MI 48895RIA
CRD#: 110929
WILLIAMSTON, MI
Current
April 13, 2023 - Present
LPL FINANCIAL LLC
Office #1: 148 E Grand River Ave Ste 213, Williamston, MI 48895RIA
BD
CRD#: 6413
Williamston, MI
Past
September 21, 2017 - April 27, 2023
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
Haslett, MI
Past
May 15, 2015 - September 21, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
WILLIAMSTON, MI
Past
June 12, 2012 - May 18, 2015
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
WILLIAMSTON, MI
Past
January 13, 2011 - February 11, 2011
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
WILLIAMSTON, MI
Past
April 8, 2009 - May 18, 2015
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
WILLIAMSTON, MI
Past
December 12, 2005 - April 13, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRIGHTON, MI
Past
April 28, 2005 - October 20, 2005
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLANDO, FL
Past
July 1, 2003 - October 20, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
February 6, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
May 25, 2000 - February 27, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
June 11, 1996 - May 31, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 11, 1996 - May 31, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CG ADVISORY SERVICES
360 FINANCIAL GROUP | VITAL WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT | USA TAX & INSURANCE SERVICES | USA FINANCIAL & TAX SERVICES | TRUCHOICE FINANCIAL | TRINITY ADVISORY GROUP | TOTAL FINANCIAL HEALTH | TOM TURNER FINANCIAL SERVICES | THREE SIXTY WEALTH MANAGEMENT | THE PRIZANT GROUP | TENNESSEE VALLEY RETIREMENT SOLUTIONS | SYNERGY SETTLEMENTS | STRATEGIC WEALTH CONCEPTS | STITES FINANCIAL | SMART FINANCIAL | SCARLET OAK FINANCIAL SERVICES | ROMAN CAPITAL STRATEGIES | RHL GROUP | RETIREMENT ADVIOSRS OF NE | REDFIELD FINANCIAL GROUP | RECON INVESTMENTS STRATEGIES | PROUT FINANCIAL DESIGN | PROTECTIVE WEALTH CONCEPTS | PRINCETON TAX ADVISORY GROUP | PRESERVATION WEALTH MANAGEMENT | PRESERVATION FINANCIAL MANAGEMENT | PRENDERGAST FINANCIAL SERVICES | POTERACK CAPITAL ADVISORY | PLANNING BY DESIGN FINANCIAL | PERSONALIZED WEALTH ADVISORS | PEACHTREE FINANCIAL GROUP | PACKARD ADVISORY SERVICES | ONPOINT TAX & FINANCIAL SERVICES | O'NEIL WEALTH | NORTHBROOK INVESTMENT MANAGEMENT | NORTH SHORE ASSET MANAGEMENT & TAX ADVISORY GROUP | MULCAHY FINANCIAL | MICHIGAN FIRST CREDIT UNION | MICHAEL DONALDSON ASSET MANAGEMENT | MCLEOD FINANCIAL GROUP | MCBEATH TAX & FINANCIAL SERVICES | LUMOS WEALTH ADVISORS | LUCAS ADAM FINANCIAL, LLC | LIFE STRATEGY FINANCIAL, LLC | LIBERTY ROAD FINANCIAL SERVICES | LEWIS TAX ADVISORY GROUP | LEAVITT FINANCIAL GROUP | LASTING LEGACY FINANCIAL | LAKE MINNETONKA FINANCIAL | JEFFINANCIAL GROUP | JAY GREER & CO. | INCOME PLANNING GROUP | IMBER TAX ADVISORY GROUP | HEIN FINANCIAL GROUP | HAYWORTH ADVISORY | GOTTO CAPITAL MANAGEMENT | GJO FINANCIAL LLC | GENERATIONS TAX & INSURANCE SERVICES, INC | FORTIS WEALTH MANAGEMENT | FORD FINANCIAL SERVICES OF EAST TEXAS | FIRST FINANCIAL TAX GROUP | FIRESTONE FINANCIAL GROUP | FINANCIAL CARE PROVIDERS | FIAT WEALTH MANAGEMENT | EVANGELISTA AND ASSOCIATES | ENCORE ADVISORS | ELEVATE LIFE WEALTH | DFC INVESTMENT & RETIREMENT STRATEGIES | DARR WEALTH | CORE INCOME WEALTH MANAGEMENT | CHAMBERLAIN TAX ADVISORY GROUP | CG FINANCIAL SERVICES OF WILMINGTON | CG FINANCIAL SERVICES OF WILLIAMSTON | CG FINANCIAL SERVICES OF TRAVERSE CITY | CG FINANCIAL SERVICES OF MUNISING | CG FINANCIAL SERVICES OF MARQUETTE | CG FINANCIAL SERVICES OF HASLETT | CG FINANCIAL SERVICES OF CHARLOTTE | CG FINANCIAL SERVICES OF CARO | CG FINANCIAL SERVICES | CG FINANCIAL OF MIDLAND | CG ADVISORY SERVICES | CARR CAPITAL, LLC | CAPITOL INCOME CONSULTANTS | CAPITALWISE ADVISORS, LLC | CAPITAL ASSET ADVISORY SERVICES, LLC. | CAPITAL ASSET ADVISORY SERVICES, LLC | CAPITAL ASSET ADVISORY SERVICES LLC | CAPITAL ASSET ADVISORY SEERVICES, LLC | C.B. WOOD FINANCIAL LLC | BRADY FINANCIAL PLANNING | BLUEPRINT WEALTH MANAGEMENT, LLC | BENEFIT STRATEGIES | BARR CAPITAL MANAGEMENT | AUSTIN TAX | ALPHA ASSET ADVISORS | ALLIANCE WEALTH MANAGEMENT | ALLIANCE ADVISORS | ALL THINGS FINANCIAL | ADVANCEMENT FINANCIAL SERVICES | ADVANCED WEALTH STRATEGIES | AB RESOURCES
CRD#: 110929 / SEC#: 801-67082
RIA
Registered Investment Advisory firm - (8/10/2006 Approved)Michigan
Registered Investment Advisory firm - (12/31/2007 Failure to Renew)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Michigan(1/13/2011)
RR
Michigan(4/13/2023)
IAR
Texas(10/16/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CG ADVISORY SERVICES
360 FINANCIAL GROUP | VITAL WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT | USA TAX & INSURANCE SERVICES | USA FINANCIAL & TAX SERVICES | TRUCHOICE FINANCIAL | TRINITY ADVISORY GROUP | TOTAL FINANCIAL HEALTH | TOM TURNER FINANCIAL SERVICES | THREE SIXTY WEALTH MANAGEMENT | THE PRIZANT GROUP | TENNESSEE VALLEY RETIREMENT SOLUTIONS | SYNERGY SETTLEMENTS | STRATEGIC WEALTH CONCEPTS | STITES FINANCIAL | SMART FINANCIAL | SCARLET OAK FINANCIAL SERVICES | ROMAN CAPITAL STRATEGIES | RHL GROUP | RETIREMENT ADVIOSRS OF NE | REDFIELD FINANCIAL GROUP | RECON INVESTMENTS STRATEGIES | PROUT FINANCIAL DESIGN | PROTECTIVE WEALTH CONCEPTS | PRINCETON TAX ADVISORY GROUP | PRESERVATION WEALTH MANAGEMENT | PRESERVATION FINANCIAL MANAGEMENT | PRENDERGAST FINANCIAL SERVICES | POTERACK CAPITAL ADVISORY | PLANNING BY DESIGN FINANCIAL | PERSONALIZED WEALTH ADVISORS | PEACHTREE FINANCIAL GROUP | PACKARD ADVISORY SERVICES | ONPOINT TAX & FINANCIAL SERVICES | O'NEIL WEALTH | NORTHBROOK INVESTMENT MANAGEMENT | NORTH SHORE ASSET MANAGEMENT & TAX ADVISORY GROUP | MULCAHY FINANCIAL | MICHIGAN FIRST CREDIT UNION | MICHAEL DONALDSON ASSET MANAGEMENT | MCLEOD FINANCIAL GROUP | MCBEATH TAX & FINANCIAL SERVICES | LUMOS WEALTH ADVISORS | LUCAS ADAM FINANCIAL, LLC | LIFE STRATEGY FINANCIAL, LLC | LIBERTY ROAD FINANCIAL SERVICES | LEWIS TAX ADVISORY GROUP | LEAVITT FINANCIAL GROUP | LASTING LEGACY FINANCIAL | LAKE MINNETONKA FINANCIAL | JEFFINANCIAL GROUP | JAY GREER & CO. | INCOME PLANNING GROUP | IMBER TAX ADVISORY GROUP | HEIN FINANCIAL GROUP | HAYWORTH ADVISORY | GOTTO CAPITAL MANAGEMENT | GJO FINANCIAL LLC | GENERATIONS TAX & INSURANCE SERVICES, INC | FORTIS WEALTH MANAGEMENT | FORD FINANCIAL SERVICES OF EAST TEXAS | FIRST FINANCIAL TAX GROUP | FIRESTONE FINANCIAL GROUP | FINANCIAL CARE PROVIDERS | FIAT WEALTH MANAGEMENT | EVANGELISTA AND ASSOCIATES | ENCORE ADVISORS | ELEVATE LIFE WEALTH | DFC INVESTMENT & RETIREMENT STRATEGIES | DARR WEALTH | CORE INCOME WEALTH MANAGEMENT | CHAMBERLAIN TAX ADVISORY GROUP | CG FINANCIAL SERVICES OF WILMINGTON | CG FINANCIAL SERVICES OF WILLIAMSTON | CG FINANCIAL SERVICES OF TRAVERSE CITY | CG FINANCIAL SERVICES OF MUNISING | CG FINANCIAL SERVICES OF MARQUETTE | CG FINANCIAL SERVICES OF HASLETT | CG FINANCIAL SERVICES OF CHARLOTTE | CG FINANCIAL SERVICES OF CARO | CG FINANCIAL SERVICES | CG FINANCIAL OF MIDLAND | CG ADVISORY SERVICES | CARR CAPITAL, LLC | CAPITOL INCOME CONSULTANTS | CAPITALWISE ADVISORS, LLC | CAPITAL ASSET ADVISORY SERVICES, LLC. | CAPITAL ASSET ADVISORY SERVICES, LLC | CAPITAL ASSET ADVISORY SERVICES LLC | CAPITAL ASSET ADVISORY SEERVICES, LLC | C.B. WOOD FINANCIAL LLC | BRADY FINANCIAL PLANNING | BLUEPRINT WEALTH MANAGEMENT, LLC | BENEFIT STRATEGIES | BARR CAPITAL MANAGEMENT | AUSTIN TAX | ALPHA ASSET ADVISORS | ALLIANCE WEALTH MANAGEMENT | ALLIANCE ADVISORS | ALL THINGS FINANCIAL | ADVANCEMENT FINANCIAL SERVICES | ADVANCED WEALTH STRATEGIES | AB RESOURCES
CRD#: 110929 / SEC#: 801-67082
RIA
Registered Investment Advisory firm - (8/10/2006 Approved)Michigan
Registered Investment Advisory firm - (12/31/2007 Failure to Renew)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
148 E Grand River Ave., Williamston, MI 48895
Mailing Address
Phone number
(517) 339-7662
Established
Firm type
Fiscal year end
# of Employees
136
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 17,952 |
| AUM (Assets Under Management) | $ 4,020,782,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CG ADVISORY SERVICES
CRD#: 110929Williamston, MI 48895TRUST BUT VERIFY
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