Aleia Kristy Macdonald

Employer firm

Cg Advisory Services CRD 110929

$4.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 04/2016 → 08/2017
  Wfg Investments, Inc.
  Ann Arbor, MI
• 08/2017 → 04/2023
  Geneos Wealth Management Inc.
  Ann Arbor, MI
• 09/2013 → 11/2018
  Evangelista & Associates
  Ann Arbor, MI
• 11/2018 → Present
  Advanced Wealth Strategies
  Ann Arbor, MI
• 04/2023 → Present
  Lpl Financial Llc
  Ann Arbor, MI

Previous Registrations

• 2010-10-29 → 2016-05-03
  Invest Financial Corporation
  Brighton, MI
  Howell, MI
  Ann Arbor, MI
• 2010-10-29 → 2016-04-29
  Executive Wealth Management, Llc
  Brighton, MI

Other Businesses

1) 4/2023 - Advanced Wealth Strategies / DBA for LPL Business (entity for LPL business) / Inv. Related - At Reported Business Location(s) 2) 4/2023 - 3D Advisors / Non-Variable Insurance / Inv. Related / Sterling Heights MI / Start date 1/1/2009 - 20 Hrs / month 3) 4/2023 - Advanced Wealth Strategies / Notary / Inv. Related / Ann Arbor MI / Start date 1/1/2015 - .25 Hrs / month - Time Spent 2% 4) 04/13/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2015 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 04/13/2023 - Advanced Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/01/2009 - 40 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 6) 04/13/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/01/2012 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 7) 05/10/2024 - Art and Jakes Sports Bar - Non-Inv Related - Northville, MI - Other - Service Industry - Host/Carry Out - Started: 9/22/2023 .

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-26
• S63 Uniform Securities Agent State Law Examination
  2005-10-31

Designations

• Certified Financial Planner

Other Names

• Aleia Kristy Jackson