Lindsay Ann Adams
LA
CFP
Lindsay Ann Adams
LA
CFP

Lindsay Ann Adams

3 Years of Experience
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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Lindsay Ann Adams
LA
Lindsay Ann Adams

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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Other Business Activities

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
August 2022 - Present · 3 yrs 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
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.

Lindsay Ann Adams
LA
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Lindsay Ann Adams