Kobe Gustafson
CGC Financial Services · Lake Oswego, Oregon
Kobe Gustafson is a fee-only financial advisor at CGC Financial Services in Lake Oswego, Oregon. CGC Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | CGC Financial Services |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $875.8M across 3,103 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7830878 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cgcfinancialservices.com |
| Profile |
How Kobe's firm compares
- CGC Financial Services's average account is about $282,000, from its Form ADV (assets managed divided by 3,103 accounts).
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Questions about Kobe
Is Kobe Gustafson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kobe holds no broker registration, and CGC Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kobe charge for financial advice?
Kobe's firm, CGC Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Kobe Gustafson based?
Kobe Gustafson is based in Lake Oswego, Oregon.
Is Kobe Gustafson registered with the SEC?
Yes. Kobe Gustafson is registered as an investment adviser representative in OR (CRD 7830878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CGC Financial Services manage?
CGC Financial Services reports $875.8M across 3,103 accounts in assets under management.
How do I contact Kobe Gustafson?
Through Kobe's website, www.cgcfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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