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Daniel George Mcpherson

Cg Advisory Services

Idaho Falls, ID

Williamston, MI

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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-04-11
  • ID RA
    APPROVED
    Since 2018-04-11

Branch Locations

2240 Saratoga Dr, Idaho Falls, ID 83404 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Co. St. Paul MN 06/2005 Present
Cetera Advisors Llc El Segundo CA 01/2013 04/2018
Capital Asset Advisory Services Haslett MI 04/2018 Present
  • 06/2005 → Present
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 01/2013 → 04/2018
    Cetera Advisors Llc
    El Segundo, CA
  • 04/2018 → Present
    Capital Asset Advisory Services
    Haslett, MI
Previous Registrations
  • 2012-02-28 → 2018-04-09
    Cetera Advisors Llc
    Idaho Falls, ID
    Greenwood Village, CO
    Overland Park, KS
  • 2011-01-31 → 2012-02-28
    Pacific West Financial Consultants Inc
    Renton, WA
  • 2007-06-21 → 2011-01-28
    Idaho Falls, ID
  • 2006-02-28 → 2007-06-13
    Securities America Advisors, Inc.
    Idaho Falls, ID
  • 2005-07-05 → 2006-02-16
    Securian Financial Services, Inc.
    Blackfoot, ID
    Ogden, UT
Other Businesses

1. STRATEGIC WEALTH CONCEPTS, DBA FOR FIXED INSURANCE AND SECURITIES BUSINESS. 2. MCPHERSON PROPERTIES, START 01/01/07, REAL ESTATE OWNER, 2HR/WK, $10,000/YR. 3. CLAYMORE TACTICAL LLC, NOT INVESTMENT RELATED, ADDRESS IS THE RESIDENTIAL ADDRESS, START 2006, SPORTING GOOD SALES, 10HR/WK, - VARIES DURING TRADING HOURS, OWNER, SALES, MARKETING AND ORDERING. 4. FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FIXED INSURANCE; START 6/2015; 12 HOURS/WEEK; VARIES DURING TRADING AND NON-TRADING HOURS; INSURANCE AGENT; SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-17
  • S66 Uniform Combined State Law Examination
    2005-06-17
Designations
Other Names
  • Dan Mcpherson

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