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
Carrie Nola Kulig
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
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
January 2012 - Present · 14 yrs 1 mo
State Registrations2 states
CTMA
Advisor
Exams
No exam information available for this advisor.
Contact
Carrie Nola Kulig