Adam Patrick Lesperance

Current Employers

Employment History

• 08/2000 → Present
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 05/2015 → 09/2017
  Wfg Investments, Inc
  Williamston, MI
• 09/2017 → 12/2018
  Geneos Wealth Managment Inc
  Haslett, MI
• 10/2001 → Present
  Cg Financial Services, Llc
  Haslett, MI

Previous Registrations

• 2009-01-29 → 2011-02-11
  Invest Financial Corporation
  Haslett, MI
  Mt Pleasant, MI
  Williamston, MI
  Williamston, MI

Other Businesses

1.) CAPITAL ASSET ADVISORY SERVICES., INVESTMENT RELATED, 15744 PEACOCK RD., HASLETT, MI 48840, INDEPENDENT REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, 08/2000, 80 HPM, 50 HPM, INVESTMENT ADVISORY SERVICES/FEE BASED ASSET MANAGEMENT. 2.) CAPITAL ASSET INSURANCE SERVICES, INVESTMENT RELATED, 15744 PEACOCK RD., HASLETT, MI 48840, INSURANCE LIFE/HEALTH, FIXED ANNUITIES, AGENT, 08/2000, 60 HPM, 30 HPM, FIXED LIFE AND ANNUITY SALES. 3.) CG FINANCIAL SERVICES, INVESTMENT RELATED, 15744 PEACOCK RD., HASLETT, MI 48840, DBA, MEMBER, 08/2000, 0 HPM, 0 HPM, DBA FOR MARKETING PURPOSES. 4.) CG INSURANCE SERVICES, INVESTMENT RELATED, 15744 PEACOCK RD., HASLETT, MI 48840, INSURANCE LIFE/HEALTH FIXED ANNUITIES, AGENT, 08/2000, 10 HPM, 5 HPM, FIXED LIFE AND ANNUITY SALES. 5)CG Insurance Services; not investment related; 15744 Peacock Road, Haslett, MI 48840, property and casualty insurance; partner; 11/1/2015 0 HPM, 0 HDT 6) LESPERANCE FARMS, LLC; TREE FARM; NON-INVESTMENT RELATED; 100% OWNER; START DATE 12/2015; 5 HRS/MTH; 0 HRS/MTH DURING TRADING HOURS. 7)CGFS REAL ESTATE HOLDINGS LLC-OWNER/COMMERCIAL REAL ESTATE HOLDING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-11

Designations