DFX Intelligence
Data Factory
Reading the graph
Reading the graph
ASSURED RETIREMENT FINANCIAL GROUP, INC., CRD 179516
EDINA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| VINCENT LOMBARDI OLDRE | Certified Financial Planner | EDINA, MN | 11 | 12 | 1 | no |
| Jacqueline Ann Nelson-LaMott | n/a | EDINA, MN | 6 | 28 | n/a | no |
| MICHAEL STENDAHL | n/a | EDINA, MN | 5 | 31 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| OLDRE, VINCENT, LOMBARDI | PRESIDENT/CCO | E | yes | 04/2015 | Dec 4, 2023 | Dec 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CFG RETIREMENT | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 29, 2026 | $241M | $241M | 7 | 4 | 0 | n/a | n/a |
| 2024 | Mar 13, 2025 | $182M | $182M | 5 | 4 | 0 | n/a | n/a |
| 2023 | Mar 15, 2024 | $123M | $123M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 33.3% | 0 | 1 | 0 | 3 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $241M | $182M | 32.5% | n/a | n/a | 7 | 5 | 0 | 0 |