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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-12
  • MI RA
    APPROVED
    Since 2026-03-12

Branch Locations

3005 Boardwalk Dr. Suite 101, Ann Arbor, MI 48108 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Wealth Strategies Ann Arbor MI 05/2023 Present
Financial Wellness Collaborative Mount Pleasant MI 08/2021 05/2024
Airstrike Financial Midland MI 01/2023 05/2023
Health Advantage Credit Union Webberville MI 06/2021 08/2021
Subway Mount Pleasant MI 08/2020 10/2020
Central Michigan University Mount Pleasant MI 08/2020 05/2024
Marlette Jr/Sr Hs Marlette MI 03/2016 05/2020
  • 05/2023 → Present
    Advanced Wealth Strategies
    Ann Arbor, MI
  • 08/2021 → 05/2024
    Financial Wellness Collaborative
    Mount Pleasant, MI
  • 01/2023 → 05/2023
    Airstrike Financial
    Midland, MI
  • 06/2021 → 08/2021
    Health Advantage Credit Union
    Webberville, MI
  • 08/2020 → 10/2020
    Subway
    Mount Pleasant, MI
  • 08/2020 → 05/2024
    Central Michigan University
    Mount Pleasant, MI
  • 03/2016 → 05/2020
    Marlette Jr/Sr Hs
    Marlette, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28
Other Names
  • Marissa Crase

View on SEC IAPD

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