Sheila Rae Stowers
SS
CFP
Sheila Rae Stowers
SS
CFP

Sheila Stowers

19 Years of Experience

Sheila Stowers is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 19 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. 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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Sheila Rae Stowers
SS
Sheila Stowers

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
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
February 2009 - November 2009 · 9 mos
Dimensional Fund Advisors LP
October 2007 - November 2008 · 1 yr 1 mo
Cue Financial Group, INC.
December 2006 - October 2007 · 10 mos
Strategic Advisers, INC.
January 2001 - January 2004 · 3 yrs
State Registrations1 state
TX
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.
Sheila Rae Stowers
SS
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Sheila Stowers