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Michael Lawrence Greim

CGN Advisors, LLC

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About Michael Lawrence Greim

Michael Greim is a registered Investment Advisor Representative with CGN Advisors, LLC in Manhattan, KS. Michael has been in the financial services industry since 1995 and has experience with a variety of financial products and services. He is currently licensed in Kansas and Texas. Prior to joining CGN Advisors, Michael worked at American Century Investment Services Inc. and First Investors Corporation.

Firm Information

Michael Greim 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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Michael Greim’s Registration & Firm History

KS

01/02/2020 - Present

CGN Advisors, LLC (MANHATTAN KS)

MO

05/09/1996 - 05/01/1998

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

NJ

03/27/1995 - 06/28/1995

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 02/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lawrence Greim.
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