AdFi
ER

Emily Regina Haberkern

Investment Adviser Representative at CG ADVISORY SERVICES

Ann Arbor, MICRD #5509501Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
20 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 20 states
ArizonaCaliforniaFloridaHawaiiIndianaMarylandMichiganMinnesotaNew YorkNorth CarolinaOhioOklahomaOregonSouth CarolinaTennesseeTexasUtahVirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/27/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/22/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
4/24/2017Ann Arbor, MI
GIRARD SECURITIES, INC.
4/27/20164/12/2017Southfield, MI
INVEST FINANCIAL CORPORATION
10/24/20144/21/2016Ann Arbor, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CG ADVISORY SERVICES

Showing 12 of 70 in the directory

View CG ADVISORY SERVICES firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emily Regina Haberkern has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Emily Regina Haberkern - Financial Advisor in Ann Arbor, MI | AdvisorFinder