ASSURED RETIREMENT FINANCIAL GROUP, INC.
Legal name: CFG RETIREMENT
CRD #179516 SEC #801-129292 EDINA, MN 952-657-7470
SEC Registered
Total AUM
$181.8M
Discretionary
$181.8M
Employees
5
Clients
101
Accounts
614
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 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 |
|---|---|---|---|---|
| OLDRE, VINCENT, LOMBARDI | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
| OLDRE, VINCENT, LOMBARDI | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (6)
FL GA IL MN NJ TX
Address
4550 W 77TH STREETSUITE #380
EDINA, MN 55435
United States
Phone: 952-657-7470