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Brent Neal Bruggink

CG Advisory Services

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About Brent Neal Bruggink

Brent Neal Brugggink is an Investment Advisor Representative associated with CG Advisory Services. Brent has a strong track record in the financial services industry. Brent has worked for Fifth Third Securities, Inc. and Edward Jones, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brent is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Brent is registered in Michigan and holds a Series 65, 66, 7, and SIE licenses.

Firm Information

Brent Bruggink is currently registered with CG Advisory Services. CG Advisory Services is a financial advisory firm based in WILLIAMSTON, MI. They advise individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and corporations. The firm manages over $3.2 billion in assets. They offer financial planning, pension consulting, educational seminars, and selection of other advisers. They also offer portfolio management for businesses and individuals.
CG Advisory Services

148 E GRAND RIVER AVE.

WILLIAMSTON, MI 48895

$3.22B

Assets Under Management

Not reported

Total Clients

59

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Brent Bruggink’s Registration & Firm History

MI

05/12/2023 - Present

CG Advisory Services (Williamston MI)

MI

09/01/2015 - 10/19/2015

FIFTH THIRD SECURITIES, INC. (GRAND LEDGE MI)

MI

12/16/2014 - 02/18/2015

EDWARD JONES (CHELSEA MI)

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Licenses & Designations

IA

Issued 05/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent Neal Bruggink.
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