CGC FINANCIAL SERVICES, LLC

Legal name: CGC FINANCIAL SERVICES

CRD #155446 SEC #801-78845 LAKE OSWEGO, OR 503-670-1958

SEC Registered

Total AUM

$737.3M

Discretionary

$724.4M

Employees

Clients

Accounts

3,027

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 6, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
CLEMANS, GLEN, ALLEN	I	SENIOR PARTNER	D	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	C	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	C	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	C	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	C	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
CLEVELAND, CASEY, EDWARD	I	CHIEF COMPLIANCE OFFICER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
GRABENHORST, JAMIESON, LOGAN	I	MANAGING MEMBER/ PARTNER	B	Control
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	B
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
ORTEGA, TAMMI, JO	I	CHIEF COMPLIANCE OFFICER	B	Control
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
YEE, DAVENA, MARIE	I	FINANCIAL ADVISOR	B
HUNT, SHANE, NEAL	I	FINANCIAL ADVISOR	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
KEENER, SHANNON, NICOLE	I	TRADER	A
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	A
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	A
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	A
MELLINGER, KELLY, FRANCES	I	TEAM LEAD	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
REINERT, DENISE, LOUISE	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	A
STEINBRENNER, NOAH	I	FINANCIAL ADVISOR	A

Registrations

Federal

Aug 6, 2025 REGISTERED

Notice Filings (13)

AK AZ CA CO FL ID LA NH NV OR TN TX WA

Address

5 CENTERPOINTE DR SUITE 550
LAKE OSWEGO, OR 97035
United States

Phone: 503-670-1958