CGN Advisors, LLC
Chad Chase, the Managing Principal - Client Services at CGN Advisors, has a strong background in financial planning, investment management, trust administration, estate planning, and compliance. With experience in the legal field as an Attorney and a Juris Doctor degree from the University of Nebraska College of Law, Chad is also a Certified Trust & Financial Advisor. Their career progression includes roles as a Vice President & Trust Officer at The Trust Co., a Risk Management Officer at Verus Bank, and a Credit Analyst at UMB Bank. Chad holds a Bachelor of Science in Finance from Kansas State University and an Associate of Science from Butler Community 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.