Nathan Carnochan Traxler
Investment adviser representative at Cg Advisory Services
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Cg Advisory ServicesJun 2021 to now
- Cg Financial ServicesJun 2021 to now
- Edward JonesMar 2020 to Apr 2021
- MenardsMay 2019 to Aug 2019
- Pioneer UtilitiesMay 2018 to Aug 2018
- Spring Arbor UniversityAug 2017 to May 2021
- Miracle Camp and Retreat CenterMay 2017 to Jul 2017
- Faler ConstructionJan 2015 to Jan 2019
- StudentMay 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7228106
- Firm CRD
- 110929