Mark Todd Loeber
Investment adviser representative at Cg Advisory Services
40 yearsExperience
2 statesRegistered in
$4.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Capital Asset Advisory Services, LLCSep 2017 to now
- Cg Advisory ServicesJul 2017 to now
- The Word of Reconciliation, Inc.Jun 2011 to now
- Advancement Financial Services, L.L.C.Jan 2010 to now
- Legacy of Faith FoundationNov 2002 to now
- The Advancement Group, Inc.Apr 1994 to now
- Self EmployedJun 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1652902
- Firm CRD
- 110929