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Alexander Michael Denno

10 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

148 E Grand River Ave., Williamston, MI, 48895

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander works as an investment advisor representative (IAR) for Capital Asset Advisory Services and operates CG Financial Services as a non-investment related DBA. He is also an independent representative with various insurance carriers for fixed insurance business through TCG Insurance Agency.

Employment History
Current Registrations
Cg Advisory Services
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - July 2019 · 1 yr 11 mos
Wfg Investments, INC.Broker
October 2015 - August 2017 · 1 yr 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.