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Nicholas Raymond Schafer

Cg Advisory Services

Williamston, MI

Williamston, MI

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Current Employers
Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-10-04
  • MI RA
    APPROVED
    Since 2021-10-04

Branch Locations

148 E Grand River Road, Williamston, MI 48895 • United States

148 E Grand River Ave., Williamston, MI 48895 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Central Michigan University Mount Pleasant MI 06/2016 05/2021
Total Investment Planners Mount Pleasant MI 05/2019 05/2020
Door Dash Mount Pleasant MI 03/2020 05/2021
Cg Financial Services Haslett MI 06/2021 Present
  • 06/2016 → 05/2021
    Central Michigan University
    Mount Pleasant, MI
  • 05/2019 → 05/2020
    Total Investment Planners
    Mount Pleasant, MI
  • 03/2020 → 05/2021
    Door Dash
    Mount Pleasant, MI
  • 06/2021 → Present
    Cg Financial Services
    Haslett, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-04
  • S65 Uniform Investment Adviser Law Examination
    2021-10-04

View on SEC IAPD

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Other Offices

EVERGREEN WEALTH MANAGEMENT, LLC · WILLIAMSTON, MI
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CG ADVISORY SERVICES · WILLIAMSTON, MI
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