Cfg Retirement

CRD 179516 · Edina, MN · $241.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 179516
SEC number: 801-129292
Firm type: RIA
Assets under management: $241.0M as of Mar 29, 2026
Website: assuredretirementgroup.com ↗
Phone: 952-657-7470
Address: 4550 W 77th Street, Edina, MN, 55435

Advisors at this firm

4 in our index · page 1 of 1

Jacqueline Ann Nelson-LamottCRD 7225216 · Edina, MN

IA Registered
Martin Charles O'shaughnessyCRD 7014969 · Edina, MN

IA RegisteredRegistration inactive
Vincent Lombardi OldreCRD 6316933 · Edina, MN

IA Registered
Michael StendahlCRD 2408225 · Edina, MN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 179516 ↗ FINRA BrokerCheck record for firm CRD 179516 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.