David Huebner is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Waconia, MN, with 5 years of industry experience. David 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 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees vary and do not exceed 1.00%. Fees are negotiable based on factors such as scope, complexity, and the assigned investment advisor representative. A tiered or blended rate structure may apply.
Fee Estimator
Contact
David Huebner
Location
20 West Main Street, Suite #300, Waconia, MN, 55387
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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.
Learn about disclosures →Other Business Activities
David holds insurance licenses to provide insurance-related advice to firm clients. However, he is not permitted to sell insurance products or earn commissions related to insurance sales.
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
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. With a background in Insurance, David has seen many facets of the financial planning industry. Prior to beginning his own practice, he was an Insurance Agent for 7 years at a large Insurance Company. Four of those years were spent as a District Manager, responsible for managing a team of agents across a large territory in North Dakota and Minnesota.
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