Nathan Zolynsky
CG ADVISORY SERVICES | Financial Planner
Ann Arbor, MI 48104
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CRD#: 6824692
Professional summary
Nathan Zolynsky, CFP® is a registered financial advisor currently at CG ADVISORY SERVICES located in Ann Arbor, Michigan.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathan has worked at 3 firms and has passed the Series 63, Series 65 and SIE exams.
Biography
Nathan enjoys helping clients in an area of their life that could otherwise be a center of stress. Bringing together the technical side of financial planning and the personal side of connecting with people allows him to help clients achieve success, whatever that means to them. As goals change throughout life, he’s there to reevaluate a client’s plan and tailor it to their wishes. Nathan graduated in 2021 with a bachelor’s degree in personal financial planning from Central Michigan University and immediately joined Vintage Financial Services, now part of Mercer Advisors, as a Financial Planner. He’s a CERTIFIED FINANCIAL PLANNER™ professional and serves on the board of the Michigan chapter of the Financial Planning Association. Nathan enjoys playing golf and ultimate frisbee as well as clarinet and saxophone. He loves watching sports, especially the Central Michigan Chippewas and Detroit Lions.
Question & Answer
What are your service offerings?
Inheritance
Debt Management
Education Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Zolynsky'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: 2023
Experience
Current
October 21, 2025 - Present
CG ADVISORY SERVICES
Office #1: 2723 S. State Street, Suite 450, Ann Arbor, MI 48104RIA
CRD#: 110929
Ann Arbor, MI
Past
December 14, 2022 - June 27, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Ann Arbor, MI
Past
August 29, 2022 - September 29, 2023
VINTAGE FINANCIAL SERVICES LLC
RIA
CRD#: 105271
ANN ARBOR, 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.Highlighted states indicate IAR registrations
IAR
Michigan(10/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
