Inactive

David John Huebner

Cgn Advisors, LLC

CRD 7360909

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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:

Current Employers

Cgn Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-04-11
ND	RA	APPROVED	2021-04-21

MN RA
APPROVED

Since 2025-04-11
ND RA
APPROVED

Since 2021-04-21

Branch Locations

20 West Main Street Suite #300, Waconia, MN 55387 • United States

3523 45Th St S Suite 100, Fargo, ND 58104 • United States

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

Organization	City	State	From	To
Cgn Advisors, Llc	Fargo	ND	04/2021	Present
Washington National Insurance Company	Fargo	ND	09/2013	03/2021

04/2021 → Present

Cgn Advisors, Llc

Fargo, ND
09/2013 → 03/2021

Washington National Insurance Company

Fargo, ND

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-25

S65 Uniform Investment Adviser Law Examination

2021-01-25

Designations

Certified Financial Planner

View on SEC IAPD

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MARTIN LAURENCE COLE

Mackenzie Willemsen

Elizabeth Anne Walker

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