Carrie Kulig is a CFA, CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 14 years of industry experience. Carrie 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
Firm Size
Number of Clients
Average Client Portfolio
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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
Carrie Kulig
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie advises the Holyoke Civic Symphony on treasury functions and consults on business strategy for CrowdBureau, LLC, a data and analytics provider for peer-to-peer lending. She spends minimal time on the symphony and about 10-20% of her time on CrowdBureau during trading hours.
Employment History
Current Registrations
Cgn Advisors, LLC
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.
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