VO
Vincent L. Oldre
CFG RETIREMENT
EDINA, MN 55435
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CRD#: 6316933
VO
Professional summary
Vincent Lombardi Oldre, CFP® is a registered financial advisor currently at CFG RETIREMENT located in Edina, Minnesota.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Vincent has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CFG RETIREMENT FORMERLY KNOWN AS ASSURED RETIREMENT GROUP; INVESTMENT RELATED; EDINA, MN; INSURANCE SALES AND SERVICES; SOLE PROPRIETOR; STARTED 12/2014; APPROXIMATELY 50% OF TIME IS SPENT IN THIS BUSINESS. National Retirement Academy; Investment related; Edina, MN; Non-profit that helps bring education around retirement; Founder; Started 01/2023; four hours per month spent; 1 hour per week during securities trading; research, write content and create educational presentations for retirement planning. CRG Team, Inc.; not investment related; Eden Prairie, MN; kids racing team; Owner; started 02/2024; our hours per month spent; 1 hour per week during securities trading; help the racing team prep the card for racing, pit crew and help gather sponsors.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Lombardi Oldre'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: 2014
Experience
Current
May 18, 2015 - Present
CFG RETIREMENT
Office #1: 4550 W 77th Street Suite 380, Edina, MN 55435RIA
CRD#: 179516
EDINA, MN
Past
March 26, 2014 - April 27, 2015
SECURED RETIREMENT ADVISORS, LLC
RIA
CRD#: 144239
ST. LOUIS PARK, 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".
CR
CFG RETIREMENT
ASSURED RETIREMENT FINANCIAL GROUP, INC. | CFG RETIREMENT
CRD#: 179516 / SEC#: 801-129292
RIA
Registered Investment Advisory firm - (1/3/2024 Approved)Minnesota
Registered Investment Advisory firm - (3/17/2025 Terminated)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.Highlighted states indicate IAR registrations
IAR
Minnesota(5/18/2015)
Exams
Current Firm
CR
CFG RETIREMENT
ASSURED RETIREMENT FINANCIAL GROUP, INC. | CFG RETIREMENT
CRD#: 179516 / SEC#: 801-129292
RIA
Registered Investment Advisory firm - (1/3/2024 Approved)Minnesota
Registered Investment Advisory firm - (3/17/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4550 W 77th Street Suite #380, Edina, MN 55435
Mailing Address
Phone number
(952) 657-7470
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 614 |
| AUM (Assets Under Management) | $ 181,849,897 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
