Aleia K. Macdonald
CG ADVISORY SERVICES
Ann Arbor, MI 48104
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CRD#: 4539649
Professional summary
Aleia Kristy Macdonald, CFP®, who also goes by Aleia Kristy Jackson, is a registered financial advisor currently at CG ADVISORY SERVICES located in Ann Arbor, Michigan and LPL FINANCIAL LLC located in Ann Arbor, Michigan.
Aleia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Aleia has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aleia Kristy Jackson
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) 4/2023 - Advanced Wealth Strategies / DBA for LPL Business (entity for LPL business) / Inv. Related - At Reported Business Location(s) 2) 4/2023 - 3D Advisors / Non-Variable Insurance / Inv. Related / Sterling Heights MI / Start date 1/1/2009 - 20 Hrs / month 3) 4/2023 - Advanced Wealth Strategies / Notary / Inv. Related / Ann Arbor MI / Start date 1/1/2015 - .25 Hrs / month - Time Spent 2% 4) 04/13/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2015 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 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. 5) 04/13/2023 - Advanced Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/01/2009 - 40 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 6) 04/13/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/01/2012 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 7) 05/10/2024 - Art and Jakes Sports Bar - Non-Inv Related - Northville, MI - Other - Service Industry - Host/Carry Out - Started: 9/22/2023 .
CRS (Client Relationship Summary) - RIA
Click below to view Aleia Kristy Macdonald'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®
CFP®
Start date: 2020
Experience
Current
May 3, 2016 - Present
CG ADVISORY SERVICES
Office #1: 3131 S. State Street Suite 302, Ann Arbor, MI 48104Office #2: 915 North Michigan Avenue, Suite 107, Howell, MI 48843RIA
CRD#: 110929
Ann Arbor, MI
Current
April 10, 2023 - Present
LPL FINANCIAL LLC
Office #1: 3005 Boardwalk St Ste 101, Ann Arbor, MI 48108Office #2: 915 N Michigan Ave Ste 107, Howell, MI 48843RIA
BD
CRD#: 6413
Ann Arbor, MI
Past
September 18, 2017 - April 13, 2023
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
Howell, MI
Past
April 29, 2016 - September 18, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
ANN ARBOR, MI
Past
October 29, 2010 - April 29, 2016
EXECUTIVE WEALTH MANAGEMENT, LLC
RIA
CRD#: 140736
BRIGHTON, MI
Past
October 29, 2010 - May 3, 2016
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
ANN ARBOR, MI
Past
February 12, 2009 - May 3, 2016
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
ANN ARBOR, MI
Past
September 29, 2005 - February 13, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRIGHTON, MI
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
RR
Colorado(4/11/2023)
RR
Florida(4/10/2023)
RR
Georgia(4/10/2023)
IAR
Michigan(5/3/2016)
RR
Michigan(4/10/2023)
RR
North Carolina(4/21/2023)
RR
Pennsylvania(2/23/2024)
IAR
Texas(9/25/2020)
RR
Texas(4/11/2023)
RR
Wisconsin(7/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 110929Ann Arbor, MI 48104TRUST BUT VERIFY
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