Karen Joy Fritz
Investment adviser representative at Cg Advisory Services
20 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
20 years in the industry.
- LPL Financial LLCApr 2023 to now
- Cg Advisory ServicesSep 2010 to now
- Capital Asset Advisory Services, LLCMar 2006 to now
- Cg Advisor Network dba / Wealth Advisory Group, LLCMar 2006 to now
- Geneos Wealth Management, IncAug 2017 to Apr 2023
- Wfg Investments, Inc.Apr 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 4819692
- Firm CRD
- 110929