Advisor at Csenge Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Csenge Advisory Group, LLC
Location
Cookeville, TN 38506
Credentials
Series 66
Industry experience
2 years
Financial planning fixed fees: Level One - $750; Level Two - $1,250; Level Three - $2,000; Corporate plan consulting fixed fees: $5,000 - $100,000.
$0+: Up to 2.35% annually for Asset Management Programs $0+: Up to 1.50% annually for Asset Allocation Services $0+: Up to 2.5% annually for Third-Party Managed Programs $0+: Up to 1.5% annually for Corporate Investment and Retirement Plan Services
Some advisor representatives are registered representatives of a broker/dealer and/or insurance agents and may earn commissions if clients implement recommendations through them.
Certified Financial Planner: Up to $500 per hour; Associate: Up to $125 per hour; Corporate plan consulting hourly fee: $50 - $500 per hour.
Fee-only: Advisory services offered on a fee-only basis; no commissions charged by firm for advisory services.
Integrity Alliance, Llc.
2025 - Present (1 year)
Csenge Advisory Group, LLC
2024 - Present (2 years)
Lion Street Financial, LLC
2023 - Present (3 years)
Fidelis Financial Strategies
2022 - Present (4 years)
HCL America
2021 - 2022 (1 year)
Tennessee Tech University
2020 - 2021 (1 year)
Satellite Med
2018 - 2020 (2 years)
Highlands Dermatology and Surgical Associates
2017 - 2022 (5 years)
Firehouse Subs
2015 - 2017 (2 years)
Cookeville High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Cookeville, TN
Edward Jones
CFP®, Series 66
Cookeville, TN
Edward Jones
CFA®, Series 66
Cookeville, TN
RidgeBrooke Capital Management LLC
ChFC®, Series 65
Cookeville, TN
RidgeBrooke Capital Management LLC
Series 65
Cookeville, TN
Cravens & Company Wealth Management
Series 63
Cookeville, TN
Cravens & Company Wealth Management
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