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Manhattan, KS Office

Team
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CGN Advisors, LLC logo

CGN Advisors, LLC

Multi-team

Firm-wide stats for CGN Advisors, LLC

Total advisors

36

Across 26 offices

Clients per advisor

36 Low

Avg AUM per client

$1,174,087 High

HNW client ratio

38% High

About

CGN Advisors provides advisory services to a broad client base that includes individuals and families (including high-net-worth clients), pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm’s service menu spans comprehensive financial planning, investment consultation and portfolio monitoring, ongoing investment supervisory services, real‑time planning sessions, educational workshops, select tax return preparation, and pension consulting.

The firm describes a long‑term, globally diversified investment approach that blends asset allocation with a mix of Modern Portfolio Theory, core‑plus‑satellite, and active management where appropriate; it emphasizes fiduciary duty, periodic due diligence, and regular portfolio reviews (typically quarterly) and may recommend or engage institutional third‑party managers. CGN generally manages accounts on a discretionary basis for supervisory services, uses Charles Schwab & Co. as its recommended custodian for managed accounts, and provides written investment policy summaries to guide portfolio construction.

Several features noted in the brochure distinguish CGN from many peers: some associates operate separate legal or accounting practices and may offer legal or tax services under distinct agreements, and the firm both recommends and engages registered investment adviser firms as sub‑advisors or third‑party managers for client portfolios. The brochure also discloses custody‑related arrangements (fee deductions through a qualified custodian and use of standing letters of authorization) and describes the firm’s compliance processes and SEC‑aligned safeguards for those arrangements.

Based on CGN Advisors, LLC

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.)

Based on CGN Advisors, LLC

Location

512 Poyntz Ave, Suite 120

Manhattan KS 66502

Advisors at this office

10

Advisors at this office

user avatar

Lindsay A

CFP®

Manhattan, KS

CGN Advisors, LLC

Lindsay Adams is a CFP® professional with four years of industry experience, currently serving as an advisor at CGN Advisors, LLC. Her prior roles include positions at Keating & Associates and United Bank & Trust. She is a board member and secretary of the International Farm Transitions Network, an organization focused on farm transfer and succession planning. CGN Advisors provides financial advisory services to individuals, families, pension plans, businesses, foundations, and charitable organizations. The firm uses a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management strategies, with an emphasis on fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Brigham G

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Brigham Glaves is a CFP® professional with two years of industry experience, currently serving as an advisor at CGN Advisors, LLC in Manhattan, KS. His prior work includes a role at Advisors Excel and experience outside the financial industry at Blueville Nursery. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and offers services such as educational workshops and pension consulting.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Justin N

CFP®

Manhattan, KS

CGN Advisors, LLC

Justin Nichols is a CFP® professional with 18 years of industry experience, currently serving at CGN Advisors, LLC since 2011. He has also been affiliated with Garrett Planning Network, Inc. for 20 years. Nichols is a director on the National Association of Personal Financial Advisors (NAPFA) National Board and serves on the Finance Committee at First United Methodist Church in Manhattan, KS. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, and it maintains relationships with institutional third-party managers while offering pension consulting and educational services.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Matthew S

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Matthew Schlossman is a CFP® with five years of industry experience, currently serving as an advisor at CGN Advisors, LLC. He previously worked at Aspyre Wealth Partners for five years and has diverse experience including roles outside of financial services such as with Powercat Sports Grill. CGN Advisors provides a broad range of advisory services to individuals, families, businesses, and institutional clients, employing a long-term, globally diversified investment approach that combines Modern Portfolio Theory, core-plus-satellite, and active management strategies. The firm emphasizes fiduciary duty, periodic due diligence, and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Jennifer B

CFP®

Manhattan, KS

CGN Advisors, LLC

Jennifer Barker is a CFP® professional with 11 years of industry experience. She has worked at BCWM for 10 years before joining CGN Advisors, LLC, where she has been since 2026. CGN Advisors serves a diverse client base including individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach that combines asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Callen S

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Callen Shimkus is a CFP® with four years of experience in financial advising, currently practicing at CGN Advisors, LLC. Based in Manhattan, Kansas, he began his career at CGN Advisors in 2022 following a decade as a student. CGN Advisors serves a diverse client base including individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment strategy that integrates Modern Portfolio Theory, core-plus-satellite, and active management elements, with an emphasis on fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Chad C

Series 65

Manhattan, KS

CGN Advisors, LLC

Chad Chase is a financial advisor at CGN Advisors, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with CGN Advisors since 2016. Outside of his advisory role, he is involved in managing a family ranch, serves as treasurer of the Alpha Gamma Rho Alumni Association of Alpha Zeta, and holds board positions with the Adult Congenital Heart Association and Manhattan Community Health Foundation. CGN Advisors provides advisory services to individuals, families, businesses, and nonprofit organizations, employing a long-term, globally diversified investment approach that blends asset allocation with Modern Portfolio Theory, core-plus-satellite strategies, and active management when appropriate. The firm offers comprehensive financial planning, investment consultation, ongoing supervisory services, and engages institutional third-party managers as needed.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Jamie B

CFP®

Manhattan, KS

CGN Advisors, LLC

Jamie Bosse is a CFP® professional with 12 years of industry experience, currently serving at CGN Advisors, LLC since 2024. Prior to joining CGN, Bosse worked at Aspyre Wealth Partners from 2013 to 2024 and has also been associated with KHC Wealth Management since 2013. Outside of advisory work, Bosse is an author of financial education books, including "Milton the Money Savvy Pup" and "Money Boss Mom." CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, with a focus on fiduciary responsibility and periodic portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Michael G

Series 63, Series 65

Manhattan, KS

CGN Advisors, LLC

Michael Greim is a financial advisor with CGN Advisors, LLC in Manhattan, Kansas, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with CGN Advisors since 2016 and is an owner and member of CGN Companies, LLC, which provides administrative functions for Garrett Investment Advisors. CGN Advisors serves a diverse client base including individuals, families, businesses, pension plans, foundations, and charitable organizations, offering comprehensive financial planning and investment services. The firm employs a long-term, globally diversified investment approach that combines asset allocation, Modern Portfolio Theory, core-plus-satellite, and active management strategies.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Scott E

CFP®, Series 63

Manhattan, KS

CGN Advisors, LLC

Scott Emley is a financial advisor with CGN Advisors, LLC, holding CFP® and Series 63 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as Vice-Chair of the Board of Directors for a local homecare and hospice provider and holds board memberships with several community organizations focused on social services and child advocacy. CGN Advisors serves a diverse client base including individuals, families, pension plans, businesses, and charitable organizations, offering comprehensive financial planning and investment management. The firm employs a long-term, globally diversified investment approach combining asset allocation with strategies such as Modern Portfolio Theory and active management, emphasizing fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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