CGN Advisors, LLC
Cal S. is an experienced associate advisor currently working at CGN Advisors, LLC since May 2021, where investment advisory services are provided as a fee-only SEC registered advisor. Previously, Cal S. served as a financial planning intern and a peer counselor at Powercat Financial, where personal finance sessions were facilitated for Kansas State students. Earlier experiences include roles as a construction laborer, summer maintenance crew member, head of the field maintenance crew and umpire for the Oxford Ball Association, and a fan experience and sales intern at K-State Athletics. Cal S. earned a Bachelor's degree in Personal Financial Planning from Kansas State University, following studies at Cowley College.
CGN Advisors, LLC
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.