Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Indianapolis
45yrs
Michael Dillard Puckett
Financial advisor at CFG Wealth Management Services
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% by experience in Indianapolis
Office9840 Westpoint Drive Suite 150, Indianapolis, IN 46256
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through CFG Wealth Management Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2009 – nowCFG Wealth Management Services Inc.Current firm
- 1999 – 2003CFG Wealth Management Services Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call CFG Wealth Management Services at 317-841-7959 and ask for Michael Dillard Puckett. Michael works from the Indianapolis, IN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1982, about 45 years. Top 1% by experience in Indianapolis.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
CFG Wealth Management Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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