Carrie Kulig, financial advisor Manhattan KS

Carrie Kulig

CRD Number: 2871845
Current Firm: Cgn Advisors, LLC

Carrie Kulig (CRD# 2871845) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 26 years of experience in the finance industry. Carrie Kulig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Garrett Investment Advisors, LLC Longmeadow, MA Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
Contact Info for Carrie N. Kulig
Phone Number: 910-333-6659
Firm Website: https://cherylober.com/
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    1,135
    MILLIONS
  • Total Number of Accounts
    3,627
    ACCOUNTS
  • Average Account Value
    $312,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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