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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Signal bridgeZenith zenith
- Established Date
- 05-18-2015
- Office Locations
- 1
Office Locations
About CFG Retirement
CFG Retirement is a Minnesota-based planning firm serving families across the Twin Cities and statewide with personalized retirement-focused advice. The practice emphasizes retirement income planning, tax strategies (including Roth conversion analysis), and the use of life insurance and annuities when appropriate, alongside ongoing investment planning and asset management. Multi-custodial platform includes Schwab and Fidelity.
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Owner & Executives
VINCENT LOMBARDI OLDRE
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6316933
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacqueline Ann Nelson-LaMott
Paraplanner
- CRD
- #7225216
Martin Charles O'Shaughnessy
--
- CRD
- #7014969
Glacier meridian
Horizon horizon north
- CRD
- #87913
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,013,112 | $458,200 |
| Non-Discretionary | $0 | -- |
| Total | $241,013,112 | $458,200 |
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Separately Managed Accounts
Total SMA Asset: $241,013,112
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $424,603,400 | 13.7% |
| U.S. Government/Agency | $678,745,580 | 21.9% |
| Corporate - Investment Grade | $539,277,310 | 17.4% |
| Cash | $452,497,054 | 14.6% |
| Other | $319,227,373 | 10.3% |
| Municipal Bonds | $684,944,170 | 22.1% |
| Total | $3,099,294,887 | 100.0% |