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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Flanagan is a financial advisor with over 25 years of experience in the financial services industry. John is currently a Registered Investment Advisor Representative for CGN Advisors, LLC in Manhattan, Kansas. John has a Series 7, 9, 10, and 63 license and is also a Certified Financial Planner. John has worked with numerous clients to assist them with investment management and financial planning advice. John's previous roles include working for TD Waterhouse Investor Services, Inc. in Omaha, Nebraska and Mercer Advisors / Pinnacle Investment Management in Simsbury, Connecticut.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/20/2021 - Present
CGN Advisors, LLC (MANHATTAN KS)
NE
10/31/1994 - 09/07/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 11/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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