Insights

Niche Market Focus CG Financial Group specializes in serving small teams of financial professionals, emphasizing personalized support and industry-leading payout levels. This strategic focus on boutique service positions them as an attractive partner for independent agents seeking tailored collaborations rather than large corporate environments.

Strong Industry Expertise With over 25 years of experience in coaching high-level financial professionals and direct involvement in product and tax strategy development, CG Financial Group offers proven, real-world solutions that resonate with agents looking for reliable and tested advisory tools.

Technology-Enabled Support The company leverages a robust tech stack, including WordPress, Shopify, and various JS libraries, indicating its commitment to providing a modern, efficient platform for case management, training, and resource delivery—key for attracting digitally savvy financial advisors.

Growth Potential Although currently generating between one and ten million dollars in revenue with a small team, CG Financial Group's rapid growth and industry reputation suggest expanding opportunities for strategic partnerships or investments aimed at scaling their personalized service model.

Market Alignment Operating in the competitive financial services industry alongside firms like MassMutual and Charles Schwab, CG Financial Group's emphasis on personalized coaching and innovative support makes it an appealing target for consultants seeking differentiated value propositions for their clients.

CG Financial Group, LLC Tech Stack

CG Financial Group, LLC uses 8 technology products and services including WordPress, Shopify, Underscore.js, and more. Explore CG Financial Group, LLC's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Underscore.js
    Javascript Libraries
  • Instafeed.js
    Javascript Libraries
  • Glider.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Plyr
    Video Players

Media & News

CG Financial Group, LLC's Email Address Formats

CG Financial Group, LLC uses at least 1 format(s):
CG Financial Group, LLC Email FormatsExamplePercentage
FLast@cgfinancialgroupllc.comJDoe@cgfinancialgroupllc.com
50%
FLast@cgfinancialgroupllc.comJDoe@cgfinancialgroupllc.com
50%

Frequently Asked Questions

What is CG Financial Group, LLC's phone number?

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You can contact CG Financial Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CG Financial Group, LLC's official website and social media links?

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CG Financial Group, LLC's official website is cgfinancialgroupllc.com and has social profiles on LinkedIn.

What is CG Financial Group, LLC's NAICS code?

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CG Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does CG Financial Group, LLC have currently?

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As of December 2025, CG Financial Group, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Founder And Ceo: C. G.Founder And Chief Executive Officer: C. G. C. C.Financial Service Advisor: J. N.. Explore CG Financial Group, LLC's employee directory with LeadIQ.

What industry does CG Financial Group, LLC belong to?

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CG Financial Group, LLC operates in the Financial Services industry.

What technology does CG Financial Group, LLC use?

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CG Financial Group, LLC's tech stack includes WordPressShopifyUnderscore.jsInstafeed.jsGlider.jsjQuery MigrateHSTSPlyr.

What is CG Financial Group, LLC's email format?

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CG Financial Group, LLC's email format typically follows the pattern of FLast@cgfinancialgroupllc.com. Find more CG Financial Group, LLC email formats with LeadIQ.

When was CG Financial Group, LLC founded?

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CG Financial Group, LLC was founded in 2018.

CG Financial Group, LLC

Financial ServicesIowa, United States2-10 Employees

CG Financial Group was founded in 2018 and is one of the fastest growing IMOs in the country.  But regardless of how large we get, we will commit to always having a “small company” feel that is hard to come by in an industry of consolidating “Mega-IMOs”.

We pride ourselves on being able to provide support that is unmatched in the industry while also providing payout levels that are unmatched in the industry. 

Over the last 25 years, our founder – Charlie Gipple – has worked as a coach for hundreds of agents, registered reps, broker dealers, CPAs, advisors and marketing organizations and has built these relationships that he cherishes.  We now work with these financial professionals as their IMO to elevate their businesses to new heights.

Charlie has not only spoken at large agent events as a keynote speaker – he has also conducted hundreds of client seminars over the years and he knows what works and what does not!  Thus, CGFG’s mission is to transfer this knowledge to you, the agent/advisor.

One of the many attributes our financial professionals like about us is: unlike many other IMO’s, we personally produce ourselves.  This means that the product strategies, tax strategies and ideas that we communicate to you are based on proven real-life experiences with the end consumer.   In essence, we eat what we cook!!  Many times, what looks good on paper does not work when applied.  We actually apply our ideas; and are quite good at it!  We then transfer this knowledge to you through ongoing training and also through The Retirement Academy.

When we combine this experience with the end consumer along with 25 years of coaching MDRT-level financial professionals on a national scale, there is a powerful combination of knowledge we can transfer to you, the financial professional!  

Being a GA/IMO requires so much more than providing product specs!  It requires technology, training, case management, support infrastructure, and many other things.  We have this!!!

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CG Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CG Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

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