Emily Regina Haberkern
Investment adviser representative at Cg Advisory Services
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
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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
10 years in the industry.
- LPL Financial LLCApr 2023 to now
- Cg Advisory ServicesApr 2017 to now
- Capital Asset Advisory ServicesApr 2017 to now
- Evangelista and AssociatesApr 2017 to now
- Geneos Wealth Management, Inc.Oct 2017 to Apr 2023
- Girard SecuritiesApr 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
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
- 5509501
- Firm CRD
- 110929