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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-25 |
| IL | RA | APPROVED | 2019-01-16 |
Branch Locations
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Lac Du Flambeau, WI • United States
143 N Schuyler Ave Floor 2, Kankakee, IL 60901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Asset Management, Llc | Clayton | MO | 04/2016 | 11/2018 |
| Cgn Advisors, Llc | Bourbonnais | IL | 01/2019 | Present |
1) Resident Producer - Accident & Health or Sickness, Life, Health; Investment related: Yes; Locations: Inverness, IL & Phoenix, AZ; Maintains insurance licenses for 1) Life and Health Insurance in IL since 2023 and 2) Life and Accident & Health or Sickness Insurance in AZ since 2016. All this requires is ongoing CE. She has never sold insurance while affiliated with our firm and never will.; Duties: Maintain position title through continuing education.; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
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