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CFG Retirement

Headquartered in EDINA, MN

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Firm Information

CFG Retirement, located in Edina, Minnesota, is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and high-net-worth clients. CFG Retirement manages approximately $123,422,168 in regulatory assets under management for 267 clients. The firm also provides selection of other advisors services.

CFG Retirement

4550 W 77TH STREET

EDINA, MN 55435

$123.42M

Assets Under Management

126

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CFG RETIREMENT has a total of 2 branch locations across the country.
location

Ellijay, GA

location

EDINA, MN

Advisors at CFG Retirement

View All 4 Advisors
Unclaimed
Jacqueline Ann Nelson-lamott

RA

EDINA, MN

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Scott Edward Stooksbury

RA

EDINA, MN

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Unclaimed
Vincent Lombardi Oldre

CFP®, RA

EDINA, MN

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Unclaimed
Michael Stendahl

RA

EDINA, MN

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Disclosures

There are no public disclosures for CFG Retirement.

Frequently Asked Questions (7)

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