Cfg Retirement
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CFG Retirement serves individual and high‑net‑worth clients, offering financial planning and discretionary asset management executed through relationships with sub‑advisors and co‑advisors. The firm acts as the primary client contact and coordinates ongoing services and reviews while clients’ assets remain with third‑party custodians.
The firm’s investment process draws on fundamental and cyclical analysis, Modern Portfolio Theory, and returns‑based tools such as Morningstar data fields and Zephyr Style, with client objectives documented in investment policy statements and reviewed at least annually. Portfolio implementation and trade execution are carried out by selected sub‑advisors/co‑advisors, while CFG Retirement retains discretionary authority to appoint, terminate, or adjust those manager relationships and client allocations.
Distinctive features noted in the brochure include that CFG Retirement does not directly manage client accounts but relies exclusively on sub‑advisors and receives a portion of the management fees collected by those managers, a referral arrangement the firm discloses and monitors for conflicts. The firm’s managing member is also a licensed insurance agent, co‑founder of an insurance marketing organization, and party to a marketing agreement with a third party that conditions a forgivable loan on maintaining solicitor/sub‑advisory relationships and minimum billable assets, and the firm also leaves proxy voting to clients rather than voting on their behalf.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .80% $10,000,001 - $25,000,000: .70% $25,000,001 - $50,000,000: .40% $50,000,001 - $100,000,000: .30%
Main office
4550 W 77th Street, Suite 380
Edina MN 55435
Advisors at this office
3
Most active in
Florida · Georgia · Illinois · Minnesota · Texas
Also doing business as
Assured Retirement Financial Group, Inc. · Cfg Retirement
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jacqueline N
Series 65
Edina, MN
Cfg Retirement
Jacqueline Nelson La Mott is a financial advisor at CFG Retirement with six years of industry experience. She holds a Series 65 designation and has worked at Assured Retirement Financial Group, Bankers Life Insurance, and CFG Retirement. Prior to her financial career, she spent nearly two decades at Davannis Pizza. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients. The firm relies exclusively on third-party sub-advisors for discretionary management and employs fundamental and cyclical investment analysis methods alongside tools such as Morningstar and Zephyr Style.
Michael S
Series 63, Series 66
Edina, MN
Cfg Retirement
Michael Stendahl is a financial advisor at CFG Retirement in Edina, MN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at Gradient Wealth Management and as an independent contractor before joining CFG Retirement in 2021. He is also involved in insurance sales and services as part of his business activities. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients, typically delivering services through managed portfolio programs. The firm relies exclusively on third-party sub-advisors for discretionary management while maintaining client relationships and oversight.
Vincent O
CFP®
Edina, MN
Cfg Retirement
Vincent Oldre is a CFP® professional with 12 years of experience, currently serving at CFG Retirement. He has held roles at CRG Team, Inc., National Retirement Academy, and Mastermind Advisor Marketing, Inc. In addition to his advisory work, he founded the National Retirement Academy, a nonprofit focused on retirement education, and owns a kids racing team in Eden Prairie, MN. CFG Retirement provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, coordinating services through sub-advisors and co-advisors while clients’ assets remain with third-party custodians. The firm employs a disciplined investment process incorporating fundamental and cyclical analysis alongside Modern Portfolio Theory, with client portfolios managed by selected external managers under CFG’s oversight.
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