Lindsay Adams is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 3 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 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
Lindsay Adams
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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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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Lindsay is a board member at International Farm Transitions Network, a network for professionals who assist with farm transfers and succession planning. She dedicates minimal time to this role.
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.
Exams
Additional Information
Lindsay Adams is a May 2017 graduate of the Personal Financial Planning program at Kansas State University with a minor in Business. She is a lead advisor atCGN Advisors, and Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional. Lindsay is also a NAPFA-Registered Financial Advisor. A NAPFA-Registered Financial Advisor is a financial planner who has earned the CERTIFIED FINANCIAL PLANNER™ certification, is a NAPFA recognized practitioner, Fee-Only, and who meets NAPFA’s rigorous standards.