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Chad Edward Chase

CGN ADVISORS, LLC·MANHATTAN, Kansas
Unclaimed Profile
512 POYNTZ AVE, MANHATTAN, KS 66502CRD# 6612151Firm CRD# 159359
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CGN ADVISORS, LLC
CGN ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
42
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6612151
Firm CRD# 159359
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MANHATTAN
John Ryan Mann — KEATING FINANCIAL ADVISORY SERVICES, INC.Mary Beth Kraszewski — SPARI, INC.Daniel O'bryan Keating — SPARI, INC.Sheryl Diane Garrett — GARRETT INVESTMENT ADVISORS, LLCJustin Wayne Nichols — CGN ADVISORS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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