linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Aloysius Fleming

CGN Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Aloysius Fleming

Richard Fleming is a financial advisor with CGN Advisors, LLC. Richard holds the Series 6, 63, 65 and 26 licenses and is also a Certified Financial Planner. Richard has been in the financial industry since 2002 and has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Richard Fleming 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Fleming’s Registration & Firm History

KS

09/26/2023 - Present

CGN Advisors, LLC (MANHATTAN KS)

CO

02/25/2002 - 05/13/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (COLORADO SPRINGS CO)

Not sure if Richard Aloysius Fleming is right for you?

Licenses & Designations

BC

Issued 02/24/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Aloysius Fleming.
Not sure if Richard Aloysius Fleming is right for you?