CGN Advisors is a Fee-Only, SEC registered investment advisor (RIA) firm. The firm was launched with a vision to: “Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.” 

CGN Advisors is a “silo” structured advisory firm, which is defined as multiple advisor offices using a shared platform, technology stack, home office staff and resources, but where each advisor within the firm has their own clients, for which they are individually compensated. Practically speaking, Fee-Only financial planners join CGN Advisors, and the firm takes many of the operations, billing, technology, marketing, compliance and investment management functions off their plate so they can spend more time focusing on what truly matters–financial planning for their clients.

With headquarters located in Manhattan, KS, CGN provides its local planning office and advisors around with country with built-in business continuity, in-house paraplanner services, and professional portfolio management services. Through its intentional growth strategy, the firm currently has almost 40 partner advisor offices around the country. 

See Website for Disclosures.

Investment Management

Professional Services

CGN Advisors, LLC

CGN Advisors, LLC's headquarters in Manhattan, KS, United States

Mike Greim

Cheryl Krueger

Cal S.

Beth Agnello

Brent Lince

Daniel E. King

Roger Peterson

The Advisory team at CGN Advisors, LLC is responsible for providing personalized financial planning and investment advisory services to clients. Leveraging the firm's turnkey RIA platform, they focus on developing tailored financial strategies, managing client portfolios, and ensuring compliance with regulatory standards. Team members utilize shared resources and technology to enhance client service, taking advantage of CGN's operational support to dedicate more time to individualized financial planning and client relationship management.

Advisory

The Leadership Team at CGN Advisors, LLC is composed of key managing principals overseeing investments, client services, and operations. This team is responsible for steering the strategic direction of the firm, ensuring seamless integration of services across advisor offices, enhancing client satisfaction, and maintaining operational efficiency to support the firm's growth and success.

CGN Advisors, LLC

Org chart

Teams

Advisory

Leadership Team

Offices

CGN Advisors, LLC

Org chart

Teams

Advisory

Leadership Team

Offices

Related companies