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Chad Edward Chase

Cgn Advisors, LLC

Manhattan, KS

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Current Employers
Cgn Advisors, Llc

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-24
KS RA APPROVED 2019-12-02
  • TX RA
    APPROVED_RES
    Since 2021-04-24
  • KS RA
    APPROVED
    Since 2019-12-02

Branch Locations

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cgn Advisors, Llc Manhattan KS 04/2016 01/2020
Cgn Advisors, Llc Manhattan KS 01/2019 Present
Previous Registrations
  • 2016-03-22 → 2020-01-31
    Cgn Advisors, Llc
    Manhattan, KS
Other Businesses

1) Chase Ranch, LP; investment related: No; 5225 NW Ohio Street Road, El Dorado, KS 67042; Family ranch; Member; Help with oversight of operations; 2018-01-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10. 2) Chad Edward Chase is an owner and member of Chase Capital, LLC. Chase Capital, LLC provides administrative functions for employees of CGN Advisors, such as payroll and benefits and maintaining office space. Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 100. 3) Chad Edward Chase is the president of BT HQ, LLC which is a real estate holding company that owns commercial property to rent out to tenants. His responsibilities include managing the property, collecting the rent, and paying the expenses. 1 hour a month is spent in this activity during trading hours and 2 hours a month outside of trading hours. 3% of his yearly compensation is derived from this business. 4) Treasurer; Alpha Gamma Rho Alumni Association of Alpha Zeta; investment related: No; Location: 512 Poyntz Ave, Suite 120, Manhattan KS 66502 USA; Responsibilities Duties: Manage checking account, pay bills, accept rent payments, file 990.; Start date with business: 2018-09-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Director; Adult Congenital Heart Association; Investment Related: No; 280 North Providence Road, Suite 6 Media PA 19063; Founded in 1998, the Adult Congenital Heart Association is an organization begun by and dedicated to supporting individuals and families living with congenital heart disease and advancing the care and treatment available to our community.; Duties: The Board of Directors (Board) supports the work of ACHA by providing leadership, strategic governance and financial resources in support of our mission. Each one of our members brings special talents and strengths to our organization.; 2024-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; 6) Board Member; Manhattan Community Health Foundation; Investment Related: No; 1823 College Ave. Manhattan Kansas 66502; Non-profit foundation that serves the Manhattan community and Ascension hospital with fundraising and grants to provide for improved quality of life for the Manhattan community; Duties: Oversee the director and help with fundraising and grant selection; 2024-07-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 7) Board Member; Downtown Manhattan, Inc.; Not investment related; 409 Poyntz Ave., Suite 103 Manhattan Kanas 66502; Description: Nonprofit volunteer organization promoting downtown economic development, design, retail, and business growth; 2026-01-01; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2016-03-04
Other Names
  • Chad Edward Chase

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