Unclaimed Profile

Chad Edward Chase

CGN ADVISORS, LLC·MANHATTAN, Kansas

Series 65Clean record10 years registeredCGN ADVISORS, LLC

512 POYNTZ AVE, MANHATTAN, KS 66502CRD# 6612151Firm CRD# 159359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Edward Chase · MANHATTAN, KS

Registration

CRD #6612151 · CGN ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CGN ADVISORS, LLC

Dec 2019 – present

CGN ADVISORS, LLC

Mar 2016 – Jan 2020

MANHATTAN, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 22, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CGN ADVISORS, LLC

CRD 159359 · SEC 801-72913

AUM

$1.1B

Regulatory assets under management

Employees

3,627 client accounts

Services offered by CGN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CGN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Edward Chase offer?

Chad Edward Chase specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANHATTAN, Kansas for a consultation.

What are Chad Edward Chase's credentials?

Chad Edward Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Edward Chase located?

Chad Edward Chase is based in MANHATTAN, Kansas, working with CGN ADVISORS, LLC. Their office serves clients in the MANHATTAN metropolitan area and surrounding communities.

How does Chad Edward Chase charge for services?

Chad Edward Chase's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CGN ADVISORS, LLC?

CGN ADVISORS, LLC has approximately 42 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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