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Ifg Advisory, LLC CRD 168012
$4.76B regulatory AUM 298 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-20 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
21 Eastbrook Bend Suite 106, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Peachtree City | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Peachtree City | GA | 11/2016 | 03/2020 |
| Lpl Financial, Llc | Peachtree City | GA | 05/2020 | Present |
| Ifg Advisory, Llc D/B/A Cast Ahead Wealth Management | Peachtree City | GA | 05/2020 | Present |
1. 6/1/2020 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 4/2020 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 140 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. 2. 10/29/2020 - The Pinnacle Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/23/2020 - 5 Hours Per Month During Securities Trading. 3. 02/07/2024 - Cast Ahead Wealth Management - Inv related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/6/2024 - 200 Hrs/mo; 8 Hrs During Trading. 4. 01/31/2025- Crump- Non-Variable Insurance- INV Related- At Reported Business Location(s)-Start date 01/29/2025- 20 Hours Per Month- 1 Hour During Trading 5. 04/07/2026 - Bringuel Wealth Management LLC - Not Investment Related - Peachtree City, GA - Business Entity For Tax/Investment Purposes Only - Start Date 12/15/2020 - 2 Hours Per Month/During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-22 |
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