Kristin Lynn Rogers

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

• 05/2014 → Present
  Cgn Advisors, Llc
  St. Michael, MN

Previous Registrations

• 2013-12-04 → 2013-12-31
  Mml Investors Services, Llc
  Minneapolis, MN
  Houston, TX

Other Businesses

Secretary at Church; Investment related: Yes; 5015 Main Street Albertville Minnesota 55301 United States; Duties: Pay invoices and update board on expenses; work with church office manager who does the majority of the record keeping; work with financial secretary as needed.; 2022-03-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-25
• S63 Uniform Securities Agent State Law Examination
  1998-08-24

Designations

• Certified Financial Planner

Other Names

• Kristin Lynn Scherger