Cgn Advisors, LLC
Cgn Advisors, LLC (CRD# 159359) is a financial advisory firm headquartered in Manhattan, KS. They manage $1,135,218,974 in 3,627 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management1,135MILLION
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Total Number of Accounts3,627ACCOUNTS
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Average Account Value$312,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 16 years of experience in the finance industry.
Beth Agnello (CRD# 1868078) is an Investment Advisor Representative working at Cgn Advisors, LLC in Lexington, NC and has over 5 years of experience in the finance industry.
Robert Bates (CRD# 6929708) is an Investment Advisor Representative working at Cgn Advisors, LLC in Bellevue, NE and has over 6 years of experience in the finance industry.
Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.
We offer advice and guidance in a broad range of financial planning areas, which include:
* Retirement planning and lifestyle projections
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance)
* Investment advice and portfolio design
* Tax efficient investing
* Second opinions
* Planning for early retirement
* Financial planning after the loss of a spouse
John Bush (CRD# 6807483) is an Investment Advisor Representative working at Cgn Advisors, LLC in Rockford, MI and has over 6 years of experience in the finance industry.
Chad Chase (CRD# 6612151) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 8 years of experience in the finance industry.
Nicola Cyr (CRD# 6835953) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 6 years of experience in the finance industry.
Scott Emley (CRD# 2485504) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 29 years of experience in the finance industry.
Jeffrey Euting (CRD# 3242133) is an Investment Advisor Representative working at Cgn Advisors, LLC in Avon, CT and has over 21 years of experience in the finance industry.
Steven Ferger (CRD# 6587185) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 8 years of experience in the finance industry.