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Daniel Edward King

CGN Advisors, LLC

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About Daniel Edward King

Daniel Edward King is a financial advisor who has been in the industry since December 1999. Daniel is registered with CGN Advisors, LLC and is licensed in Arizona. Previously, Daniel worked for Charles Schwab & Co., Inc. Daniel King has experience in financial planning and portfolio management for individuals and businesses. Daniel is also a Certified Financial Planner.

Firm Information

Daniel King is currently registered with CGN Advisors, LLC. CGN Advisors, LLC is a registered investment advisor based in Manhattan, Kansas. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. With over 42 investment advisor representatives and over $1.1 billion in regulatory assets under management, CGN Advisors serves a diverse clientele, including high-net-worth individuals, charitable organizations, and corporations.
CGN Advisors, LLC

512 POYNTZ AVE

MANHATTAN, KS 66502

$1.14B

Assets Under Management

1,000

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel King’s Registration & Firm History

AZ

12/19/2023 - Present

CGN Advisors, LLC (Pheonix AZ)

AZ

12/07/1999 - 12/04/2014

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 11/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2014

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Edward King.
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