Daniel George Mcpherson

CFP

20 Years of Experience

4 DisclosuresMay Earn CommissionSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Cg Advisory Services

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

69 advisors

Number of Clients

17,945 clients

Average Client Portfolio

$224K average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$5K

Minimum Annual Fee:$3,000

Location

2240 Saratoga Dr, Idaho Falls, ID, 83404

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2023

Settled

Customer Dispute

July 2020

Settled

Customer Dispute

March 2016

Denied

Customer Dispute

August 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel operates Strategic Wealth Concepts for fixed insurance and securities business. He also owns McPherson Properties (real estate) and Claymore Tactical LLC (sporting goods sales), and sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week to each of the real estate and sporting goods businesses, and about 10-20% of his time to insurance sales.

Employment History

Current Registrations

Cg Advisory Services

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Cetera Advisors LLC

February 2012 - April 2018 · 6 yrs 2 mos

Cetera Advisors LLCBroker

February 2012 - April 2018 · 6 yrs 2 mos

Pacific West Financial Consultants INC

January 2011 - February 2012 · 1 yr 1 mo

Pacific West Securities, INC.Broker

January 2011 - February 2012 · 1 yr 1 mo

Spc

June 2007 - January 2011 · 3 yrs 7 mos

Sammons Securities Company, LLCBroker

June 2007 - January 2011 · 3 yrs 7 mos

Securities America Advisors, INC.

February 2006 - June 2007 · 1 yr 4 mos

Securities America, INC.Broker

February 2006 - June 2007 · 1 yr 4 mos

Securian Financial Services, INC.

July 2005 - February 2006 · 7 mos

Securian Financial Services, INC.Broker

June 2005 - February 2006 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.