Brian Joseph Walker

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

• 05/2015 → 08/2017
  Wfg Investments, Inc.
  Haslett, MI
• 09/2013 → Present
  Cg Financial Services
  Haslett, MI
• 04/2016 → Present
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 08/2017 → 04/2023
  Geneos Wealth Management
  Haslett, MI
• 04/2023 → Present
  Lpl Financial
  Haslett, MI

Other Businesses

1) 04/2023 - CG FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv. Related - Haslett, MI 2) 05/05/2023 - CG FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 09/24/2013 - 173 Hours Per Month/133 Hours During Securities Trading 3) 05/05/2023 - Capital Asst Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 09/24/2013 - 173 Hours Per Month/133 Hours During Securities Trading - I provide administrative support to Capital Asset Advisory Services, an independent investment advisor firm. I started this business activity in 09/2013. I expect to spend approximately 173 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. 4) 05/05/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 09/24/2013 - 173 Hours Per Month/133 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-03-12