Theresa Lynn Rowland

Employer firm

Cgn Advisors, LLC CRD 159359

$1.60B regulatory AUM 999 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2018
  Buckingham Asset Management, Llc
  Clayton, MO
• 01/2019 → Present
  Cgn Advisors, Llc
  Bourbonnais, IL

Previous Registrations

• 2016-04-01 → 2018-11-08
  Buckingham Strategic Wealth, Llc
  Bourbonnais, IL
  St Louis, MO
• 2008-02-14 → 2016-03-31
  Solutions For Wealth Management, Llc
  Bourbonnais, IL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-15

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Theresa Lynn Woody