Callen Thomas Shimkus

CFP

Cgn Advisors, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning

Cgn Advisors, LLC

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

Contact

Callen Thomas Shimkus

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.

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.