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Ariel Reque

3 Years of Experience
May Earn Commission
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

1510 W Washington Street, Marquette, MI, 49855

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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 Activities

Ariel works as a Compliance Analyst for CG Advisory Services, a Registered Investment Advisor. This role is full-time.

Employment History
Current Registrations
Cg Advisory Services
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Nicolet Wealth Management
November 2022 - October 2023 · 11 mos
Private Client Services, LLCBroker
February 2022 - February 2023 · 1 yr
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Ariel Reque - Financial Advisor | TrueAdvisor