CGN Advisors, LLC
Cheryl Krueger, CFP®, is a seasoned financial professional currently serving as a Financial Advisor at CGN Advisors, LLC since January 2023. Prior to this role, Cheryl owned Growing Fortunes Financial Partners, LLC from July 2007 to December 2022, providing independent financial advice across Schaumburg IL, Chicago IL, and Phoenix AZ. Cheryl's extensive career includes positions such as Deputy Executive Director at the Society of Actuaries (2004-2007), Vice President and ALM Actuary at CNA Insurance (2002-2004), and Principal at Tillinghast Towers Perrin (1996-2002), where Cheryl gained significant expertise in merger and acquisition consulting, asset/liability management, and actuarial software applications. Additional experience includes roles at Allstate Financial, Great Northern Annuity, and Lincoln Benefit Life. Cheryl holds a Bachelor of Arts in Economics from the University of Nebraska-Lincoln.
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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.