David Walz is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Contact
David Walz
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is the Secretary of the Foundation Board at LCFS of Illinois, dedicating minimal time. He is also the Treasurer at St. John Lutheran Church, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Arcadia Financial Strategies, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
At Arcadia Financial Strategies, our objective is to help you achieve the financial and personal goals that matter the most to you We begin by listening to your goals and concerns. We design a personalized financial plan and recommend creative solutions. On an on-going basis, we can help you remain on track to reach your goals and deal with changes in your financial life. Our approach is professional, holistic, and confidential.