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President, Chief Executive Officer · CFG Wealth Management Services Inc

Michael D. Puckett

CRD 1022606 · Named on Form ADV at one SEC-registered adviser

At a glance

CFG Wealth Management Services Inc, an SEC-registered wealth manager based in Indianapolis, IN with $110 million in regulatory assets, lists Michael D. Puckett on its Form ADV as President, Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Michael’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.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jonathan W. HarrierChief Compliance Officer, Chief Investment Officer, CFG Wealth Management Services Inc

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