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CGN ADVISORS, LLC
CRD 159359 · SEC 801-72913
512 POYNTZ AVE, SUITE 120, MANHATTAN, KS, 66502, United States
Phone
910-333-6659
Fax
785-340-3435
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.60B
Team
52 total employees; 40 advisory reps; 999 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 788 | $281.7M |
| High net worth individuals | 493 | $1.22B |
| Pension/profit sharing plans | 25 | $25.1M |
| Charitable organizations | 7 | $5.9M |
| Other investment advisers | 1 | $63.6M |
| Corporations/business entities | 7 | $2.3M |
States served
VT, AL, AZ, AR, CA, CO, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
- HTTPS://PEARSONFINANCIALPLANNING.COM/
- HTTP://LINCEFINANCIALPLANNING.COM/
- HTTPS://WWW.FAIRWINDSADVICE.COM/
- HTTPS://WWW.AMITYFINANCIALACHIEVEMENTS.COM
- HTTPS://HUEBNERFINANCIALPLANNING.COM/
- HTTPS://GROWINGFORTUNES.COM/
- HTTP://WWW.ARCADIAFS.COM
- HTTPS://WWW.BERNSTEINPLANNING.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CGN-ADVISORS-HOME
- HTTPS://EFPFEEONLY.COM/
- HTTP://WWW.STOWERSFINANCIALPLANNING.COM/
- HTTP://WWW.ARGONAUTFINANCIAL.COM/
- HTTP://FREDRICKSONFINANCIAL.COM/
- HTTPS://EQUIPLANNING.COM/
- HTTPS://TRANSVERSEWEALTH.COM/
- HTTPS://WWW.CGNADVISORS.COM
- HTTPS://WWW.TESSRFINANCIALSERVICES.COM/
- HTTP://WWW.FINANCIALADVOCATEFORYOU.COM/
- HTTPS://WWW.PIERCEFINANCIALSTRATEGIES.COM/
- HTTPS://CHERYLOBER.COM/
- HTTPS://ENVISAGEPLANNINGUS.COM/
- HTTPS://DEKFINANCIALSOLUTIONS.COM
- HTTPS://PETERSONFINANCIALPLANNING.COM/
- HTTPS://SYNERGY-FP.COM/
- HTTP://PYXISFINANCIALPLANNING.COM/
Official SEC filing: View on IAPD