Jacqueline Ann Nelson-lamott
Investment adviser representative at Cfg Retirement
28 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
28 years in the industry.
- Assured Retirement Financial Group, Inc. dba Cgf RetirementFeb 2020 to now
- Cfg RetirementJul 2018 to now
- Bankers Life InsuranceOct 2017 to Jul 2018
- Davannis PizzaJul 1998 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7225216
- Firm CRD
- 179516