Cgn Advisors, Llc
CGN Advisors in Manhattan, KS, is an independent fee-only financial planning and investment management firm focused on helping clients enjoy today while planning for tomorrow. As a fiduciary, we’re committed to putting our client's needs ahead of ours. We don’t sell investment or insurance products, so we don’t receive commissions or kickbacks for making recommendations. At CGN, we cater to a diverse clientele that includes young adults embarking on their initial investment journeys, small business owners, medical professionals, and individuals approaching or enjoying retirement. Regardless of their age, income level, or portfolio size, our clients all seek expert investment advice and dependable guidance. Our team of seasoned advisors is committed to helping them grow and safeguard their wealth. We equip each client with the insights and resources necessary to make informed financial decisions for their future. You have worked hard to get where you are, and to honor that, we work hard to keep you headed in the right direction. We keep you accountable to your future self so that you can focus on what matters most—the life you are living today. CGN is also proud to support almost 40 partner advisor offices around the country with its turnkey RIA platform. CGN 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.
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Verified contacts
41
available on Kipplo
LinkedIn employees
41
11 to 50 range
Open roles
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no listings
Distinct roles
21
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- JN
Justin Nichols
Managing Principal - Operations · Operations
EmailPhone - MG
Mike Greim
Managing Principal - Investments · Finance & Accounting
EmailPhone - RM
Roxanne Martens
Director - Financial Advisor · Finance & Accounting
EmailPhone - KS
Kathy Switzer
Senior Operations Associate · Operations
EmailPhone - CK
Cheryl Krueger
Financial Advisor · Finance & Accounting
EmailPhone - DH
David Huebner
Investment Advisor Representative · Finance & Accounting
EmailPhone - JE
Jeff Euting
Investment Advisor Repre · Finance & Accounting
EmailPhone - KW
Kyle Wilke
Investment Advisor & Fee only Financial Planner at Equi · Finance & Accounting
EmailPhone - ME
Makenna Eilert
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Cgn Advisors, Llc
21 distinct titles indexed · top 10 shown.
- 15investment advisor representative
- 4financial advisor
- 2client services associate
- 2director - financial advisor
- 1certified farm succession coordinator
- 1client service associate
- 1director - operations & compliance
- 1fee-only financial planner and investment advisor
- 1financial planner
- 1financial planner author money boss mom
- +11more titles
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