Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$5K
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Contact
Michael Lawrence Greim
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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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.
Learn about disclosures →Other Business Activities
Michael is an owner and member of CGN Companies, LLC, which provides administrative functions for Garrett Investment Advisors, dedicating minimal time. He is also a member of BT HQ, LLC, a commercial real estate holding company, spending minimal time on this activity as well.
Employment History
Current Registrations
Cgn Advisors, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Cgn Advisors, LLC
March 2016 - January 2020 · 3 yrs 10 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Contact
Michael Lawrence Greim