MP
Michael Puckett
from Cfg Wealth Management Services Inc
Michael Puckett is a financial advisor based in Indiana, Indianapolis,
with 43 years of experience. Michael currently works for
Cfg Wealth Management Services Inc.
Michael maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Puckett works at Cfg Wealth Management Services Inc
Cfg Wealth Management Services Inc is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $85,778,869 of assets under management and employs about 2 people. Cfg Wealth Management Services Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9840 Westpoint Drive, Suite 150, Indianapolis, Indiana, 46256
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