Kristin Rogers is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in St Michael, MN, with 11 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Kristin Rogers
Location
St Michael, MN
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Regulatory History
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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Kristin is the treasurer at her church, paying invoices and updating the board on expenses. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
MML Investors Services, 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.
Exams
Additional Information
Kristin Rogers has worked in the financial services industry for over 25 years. As a member of Garrett Planning Network, she employs a Fee-Only business model that puts her clients' best interest first. She provides financial and investment consultation advice for her clients on an as-needed basis and, for those who prefer monitoring of their investments, Kristin is able to provide investment supervisory services.