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Senior Client Services Life Events Specialist · CGC Financial Services

Kelly F. Mellinger

CRD 5106943 · Named on Form ADV at one SEC-registered adviser

At a glance

CGC Financial Services, an SEC-registered wealth manager based in Lake Oswego, OR with $876 million in regulatory assets, lists Kelly F. Mellinger on its Form ADV as Senior Client Services Life Events Specialist.

Firms and roles

  • CGC Financial ServicesSenior Client Services Life Events SpecialistWealth manager · Lake Oswego, OR · $876M in regulatory assets

AtlasMembers

Kelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

1 more person named with Kelly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.