Jamie Ann Bosse

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

• 09/2013 → Present
  Khc Wealth Management
  Overland Park, KS
• 09/2013 → 07/2024
  Aspyre Wealth Partners
  Overland Park, KS
• 07/2024 → Present
  Cgn Advisors, Llc
  Manhattan, KS

Previous Registrations

• 2013-09-30 → 2024-07-03
  Aspyre Wealth Partners
  Overland Park, KS

Other Businesses

Milton the Money Savvy Pup and Money Boss Mom - book sales; investment related: No; 2932 Marlatt Ave Manhattan KS 66502; Author - book sales; Author; Write books; Start date with business: 2018-12-10; 5 Hours per month all outside trading hours.

Designations

• Certified Financial Planner

Other Names

• Jamie Ann Oder
• Jamie Ann Oder
• Jamie A Oder