CGN Advisors, LLC
Mike Greim, CIMA®, has a strong background in financial planning and investment management, with experience ranging from portfolio management to serving in executive roles at various financial institutions. Currently serving as Managing Principal - Investments at CGN Advisors, LLC, a fee-only SEC registered investment advisor. Prior to this role, Mike held positions such as Vice President & Chief Investment Officer at The Trust Co. and Landmark Bank. Mike's educational background includes a Bachelor of Science in Economics with a Minor in Finance from the University of Central Missouri.
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.