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CG Financial Group, LLC Employee Directory

Financial ServicesIowa, United States2-10 Employees

CG Financial Group, LLC is a financial services firm founded in 2018 and located in Johnston, Iowa. Operating as an independent marketing organization, it supports financial professionals and aims to preserve a small-company feel even as it grows beyond the typical footprint of larger IMOs. The company positions itself on strong professional support and payout levels intended to be competitive within the industry.

Founder Charlie Gipple has more than 25 years of experience coaching MDRT-level agents, registered representatives, broker-dealers, CPAs and advisory firms, building a nationwide network the firm now serves as its IMO platform. Unlike some peers, CG Financial Group oversees product and tax strategies in-house and shares these practical, real-world approaches with its professionals through ongoing training and a program called The Retirement Academy. The firm emphasizes technology, case management, and a comprehensive support infrastructure to enable financial professionals to grow their practices while maintaining hands-on guidance grounded in end-customer experience.

Find CG Financial Group, LLC employees' phone numbers or email addresses

CG Financial Group, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    4
  • Canada
    1

CG Financial Group, LLC's Leadership

  • Stylized image of a person
    C. G. C. C.
    Founder And Chief Executive Officer
    Mobile Phone

CG Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from CG Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. G. C. C.
    Founder And Chief Executive Officer
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is CG Financial Group, LLC known for?

Minus sign iconPlus sign iconCG Financial Group, LLC was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-515-986-****
. Explore CG Financial Group, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCG Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CG Financial Group, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconCG Financial Group, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CG Financial Group, LLC's key employees and leadership?

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As of July 2026, CG Financial Group, LLC's key employees include:

  • Founder And Chief Executive Officer: C. G. C. C.

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