Vincent Lombardi Oldre

Employer firm

Cfg Retirement CRD 179516

$241M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Cfg Retirement
  Edina, MN
• 05/2015 → Present
  Assured Retirement Financial Group, Inc. Dba Cfg Retirement
  Edina, MN
• 02/2021 → 12/2023
  Mastermind Advisor Marketing, Inc. Dba Advisor Fuel, Llc
  Edina, MN
• 02/2024 → Present
  Crg Team, Inc.
  Eden Prairie, MN
• 01/2023 → Present
  National Retirement Academy
  Edina, MN

Previous Registrations

• 2014-03-26 → 2015-04-27
  Secured Retirement Advisors, Llc
  St. Louis Park, MN

Other Businesses

CFG RETIREMENT FORMERLY KNOWN AS ASSURED RETIREMENT GROUP; INVESTMENT RELATED; EDINA, MN; INSURANCE SALES AND SERVICES; SOLE PROPRIETOR; STARTED 12/2014; APPROXIMATELY 50% OF TIME IS SPENT IN THIS BUSINESS. National Retirement Academy; Investment related; Edina, MN; Non-profit that helps bring education around retirement; Founder; Started 01/2023; four hours per month spent; 1 hour per week during securities trading; research, write content and create educational presentations for retirement planning. CRG Team, Inc.; not investment related; Eden Prairie, MN; kids racing team; Owner; started 02/2024; our hours per month spent; 1 hour per week during securities trading; help the racing team prep the card for racing, pit crew and help gather sponsors.

Designations

• Certified Financial Planner