Unclaimed Profile

Chad Edward Chase

CGN ADVISORS, LLC·MANHATTAN, Kansas

CGN 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Chad Edward Chase is a registered financial advisor based in MANHATTAN, Kansas, affiliated with CGN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CGN ADVISORS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CGN ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6612151

Firm CRD# 159359

View on FINRA BrokerCheck →

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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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