Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Lynn Rogers is an investment advisor representative with CGN Advisors, LLC. Kristin is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Minnesota and South Dakota. Kristin holds the Series 7, Series 63 and Series 65 securities licenses. Kristin has been in the financial services industry since 1998. Prior to joining CGN Advisors, LLC, Kristin worked for several other firms, including MML Investors Services, LLC, Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Kristin specializes in providing financial planning services, pension consulting, and educational seminars. Kristin is also a treasurer at a local church.
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
MN
01/10/2022 - Present
CGN Advisors, LLC (ST MICHAEL MN)
MN
11/11/2009 - 12/31/2013
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
MN
11/02/2005 - 05/29/2009
ROYAL ALLIANCE ASSOCIATES, INC. (MAPLE GROVE MN)
MN
09/23/1998 - 05/26/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/1998 - 05/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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