Timothy J Lukasik
Investment adviser representative at Cg Advisory Services
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
Are you Timothy J Lukasik? Claim your profile
Contact this firm
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
16 years in the industry.
- Cg Advisory ServicesSep 2026 to now
- Cg Financial ServicesAug 2026 to now
- N/aMay 2026 to Aug 2026
- Thrivent FinancialFeb 2021 to May 2026
- Pacific Select DistributorsNov 2010 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 3252331
- Firm CRD
- 110929