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Michael Stendahl

Investment adviser representative at Cfg Retirement
12 yearsExperience
1 stateRegistered in
$241MFirm assets
2 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Cfg RetirementApr 2021 to now
  2. Assured Retirement Financial Group, Inc. dba Cgf RetirementApr 2021 to now
  3. Independent ContractorJun 2019 to Apr 2021
  4. Gradient Wealth ManagementMar 2015 to Jun 2019
  5. Gradient Securities, LLCJan 2014 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (MN).

Cfg Retirement

Legal name: Assured Retirement Financial Group, Inc.

$241MAssets managed
541Clients
3Advisers
2 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
2408225
Firm CRD
179516
Advisor's SEC record (opens in a new tab)
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