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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Rowland is a financial advisor at CGN Advisors, LLC in MANHATTAN, KS. Theresa has been a registered investment advisor since 2007 and is licensed to provide financial advice in Illinois and Wisconsin. She holds the Series 65 license and has a background in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Theresa is also a Certified Financial Planner and a Personal Financial Specialist.
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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KS
01/25/2021 - Present
CGN Advisors, LLC (MANHATTAN KS)
IA
Issued 11/15/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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