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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Luke Evangelista is an investment advisor representative with CG Advisory Services. John has been in the financial services industry for over 25 years. John is a Certified Financial Planner and has experience working with various client types, including individuals, families, businesses, and non-profit organizations. John has worked with Geneos Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, Royal Alliance Associates, Inc., and American Express Financial Advisors Inc. John's expertise is in providing financial planning and investment management services. John has also served as a member of the Board of Trustees for Hospice of Michigan. John's professional experience includes working with individuals, families, and businesses on a variety of financial planning and investment management needs, including retirement planning, college savings, estate planning, and insurance. John is also a registered investment advisor representative with the State of Michigan.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/03/2016 - Present
CG Advisory Services (ANN ARBOR MI)
MI
09/18/2017 - 04/13/2023
GENEOS WEALTH MANAGEMENT, INC. (ANN ARBOR MI)
MI
04/29/2016 - 09/18/2017
WFG INVESTMENTS, INC. (ANN ARBOR MI)
MI
02/17/2009 - 05/03/2016
INVEST FINANCIAL CORPORATION (ANN ARBOR MI)
MI
07/09/2003 - 02/17/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
MN
04/18/1995 - 07/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1995 - 07/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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