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Roger John Peterson

CGN Advisors, LLC

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About Roger John Peterson

Roger John Peterson is a financial advisor who specializes in providing financial planning and investment advice. Roger has been in the financial services industry since 1994, and has worked with a variety of clients, including individuals, families, businesses, and non-profit organizations. Roger is a Certified Financial Planner™ professional, and is registered as an Investment Advisor Representative with CGN Advisors, LLC. CGN Advisors, LLC is a financial advisory firm that provides a range of services, including financial planning, investment management, and retirement planning. The firm has offices in Manhattan, Kansas and Hastings, Minnesota.

Firm Information

Roger Peterson 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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Roger Peterson’s Registration & Firm History

KS

12/06/2018 - Present

CGN Advisors, LLC (MANHATTAN KS)

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Licenses & Designations

IA

Issued 12/29/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger John Peterson.
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