CGN Advisors, LLC
Roger Peterson has extensive experience in the financial planning industry, currently working as a Financial Planner at Peterson Financial Planning and CGN Advisors, LLC. Prior to this, Roger worked at Thomson Reuters for over two decades, holding various leadership positions in technology, including Director roles in mobile application development and Hubbard One. Roger holds a Financial Planning Certificate from Minnesota State University, Mankato, and an M.B.A. in MIS and Operations Management from the University of Minnesota - Carlson School of Management, along with a B.S.B. in Finance from the same institution.
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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.