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CFG RETIREMENT

EDINA, MN · CRD 179516 · IAPD ↗ · assuredretirementgroup.com · 952-657-7470

$241.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CFG RETIREMENT reported RAUM up 33% ($181.8M -> $241.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2025 — CFG RETIREMENT reported RAUM up 47% ($123.4M -> $181.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2024 — CFG RETIREMENT (EDINA, MN) is newly SEC-registered with $100.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.