AM
CFP
AM
CFP

Aleia Kristy Macdonald

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

148 E Grand River Ave., Williamston, MI, 48895

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aleia operates under several DBAs and LLCs, including Advanced Wealth Strategies, 3D Advisors, Capital Asset Advisory Services, and CG Advisory Services, providing investment advisory services. She also works as a host/carry out at Art and Jakes Sports Bar.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
Cg Advisory Services
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
September 2017 - April 2023 · 5 yrs 7 mos
Wfg Investments, INC.Broker
April 2016 - September 2017 · 1 yr 5 mos
Invest Financial Corporation
October 2010 - May 2016 · 5 yrs 7 mos
Executive Wealth Management, LLC
October 2010 - April 2016 · 5 yrs 6 mos
Invest Financial CorporationBroker
February 2009 - May 2016 · 7 yrs 3 mos
Royal Alliance Associates, INC.Broker
September 2005 - February 2009 · 3 yrs 5 mos
State Registrations8 states
COFLGAMINCPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.