Kenneth Patrick Evangelista

Current Employers

Employment History

• 10/2005 → Present
  Wealth Advisory Group
  Haslett, MI
• 01/2006 → Present
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 05/2015 → 09/2017
  Wfg Investments, Inc
  Williamston, MI
• 09/2017 → 04/2023
  Geneos Wealth Management, Inc.
  Haslett, MI
• 04/2023 → Present
  Lpl Financial Llc
  Haslett, MI

Previous Registrations

• 2011-01-13 → 2015-05-18
  Invest Financial Corporation
  Williamston, MI
  Brighton, MI
• 2005-04-28 → 2005-10-20
  Wells Fargo Clearing Services, Llc
  Orlando, FL

Other Businesses

1) 04/2023 - Wealth Advisory Group Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 2) 04/2023 - CG Advisor Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 3) 04/2023 - CAAS INC-Holding Company - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Start: 04/2023 - 100 Hr/Mth 4) 06/07/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/24/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading 5) 06/07/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/24/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 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. 6) 07/03/2024 - CG FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 7) 07/10/2024 - CG FINANCIAL SERVICES - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-26
• S63 Uniform Securities Agent State Law Examination
  1996-06-14

Other Names

• Ken Evangelista