JF
CFP
JF
CFP

John Flanagan

23 Years of Experience
Manhattan, KS

John Flanagan is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,321 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,321 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)

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.

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Location

512 Poyntz Ave, Suite 120, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cgn Advisors, LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Flanagan Financial Group LLC
June 2019 - October 2021 · 2 yrs 4 mos
Mercer Global Advisors INC.
February 2018 - March 2019 · 1 yr 1 mo
Pinnacle Investment Management INC
January 2002 - December 2018 · 16 yrs 11 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
John Flanagan - Financial Advisor | TrueAdvisor