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Karen F
Series 66
Fishers, IN
CG Advisory Services
Karen Fritz is a financial advisor at CG Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Geneos Wealth Management, Inc., and WFG Investments, Inc. Fritz has also been involved with CG Advisor Network and Capital Asset Advisory Services, LLC since 2006. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and customized investment strategies.
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