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).

By the Numbers
  • Total Assets Under Management
    1,135
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cgn Advisors, LLC
Showing 1 - 10 of 39 top financial advisors.
1
Johnathan M. Aelmore
CRD#: 5169515
5407 Mesquite Ridge St., Fulshear, TX 77441

Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Cgn Advisors, LLC in Fulshear, TX and has over 16 years of experience in the finance industry. Johnathan Aelmore 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.

2
Beth A. Agnello
CRD#: 1868078
Lexington, NC

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.

3
Robert C. Bates
CRD#: 6929708
Bellevue, NE

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.

4
Douglas N. Bellfy
CRD#: 6311083
512 Poyntz Ave, Suite 120, Manhattan, KS 66502

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

5
John C. Bush
CRD#: 6807483
Rockford, MI

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. John Bush 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.

6
Chad E. Chase
CRD#: 6612151
512 Poyntz Ave, Suite 120, Manhattan, KS 66502

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.

7
Nicola L. Cyr
CRD#: 6835953
512 Poyntz Ave, Suite 120, Manhattan, KS 66502

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. Nicola Cyr 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.

8
Scott A. Emley
CRD#: 2485504
512 Poyntz Ave, Suite 120, Manhattan, KS 66502

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.

9
Jeffrey P. Euting
CRD#: 3242133
111 Simsbury Rd., Suite 206, Avon, CT 06001

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. Jeffrey Euting 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.

10
Steven H. Ferger
CRD#: 6587185
512 Poyntz Ave, Suite 120, Manhattan, KS 66502

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. Steven Ferger 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.

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