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Current Employers
Cgn Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-06-13
  • MI RA
    APPROVED
    Since 2019-06-13

Branch Locations

2031 Celadon Dr Ne, Grand Rapids, MI 49525 • United States

Rockford, MI • 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
OrganizationCityStateFromTo
Schwallier Wealth Management Ada MI 05/2017 04/2019
Bush Consultants Rockford MI 04/2017 Present
Jackson Hewitt Grand Rapids MI 01/2017 04/2017
Roskam Baking Company Grand Rapids MI 09/2013 10/2016
Cgn Advisors, Llc Manhattan KS 06/2019 Present
Mark Prielipp Greenhouse & Mohr Britton MI 04/2019 01/2022
  • 05/2017 → 04/2019
    Ada, MI
  • 04/2017 → Present
    Bush Consultants
    Rockford, MI
  • 01/2017 → 04/2017
    Jackson Hewitt
    Grand Rapids, MI
  • 09/2013 → 10/2016
    Roskam Baking Company
    Grand Rapids, MI
  • 06/2019 → Present
    Manhattan, KS
  • 04/2019 → 01/2022
    Mark Prielipp Greenhouse & Mohr
    Britton, MI
Previous Registrations
Other Businesses

2017-04-02; BUSH CONSULTANTS; OWNER/BUSINESS CONSULTANT; INVESTMENT RELATED: NO; 7834 CANNONSBURG RD NE, ROCKFORD, MI, UNITED STATES, 49341; BUSINESS CONSULTING; CONSULT WITH BUSINESS OWNERS WITH VARIOUS BUSINESS AND MARKETING TASKS.; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 12; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10; Hodgepodge Arbitrage (Same Day Lift Chairs); Investment Related: No; Location: 7834 Cannonsburg Rd NE Rockford MI 49341; Description: This calendar year, my wife's business has transitioned to selling power lift recliners. I have no formal role and no payments are received (all funds flow through her DBA/Schedule C), but I assist with ordering, accounting and as-needed with manual labor. Given that it is a shift from what she previously sold via her DBA and my role now involves purchasing, I wanted to make sure to report the change; Position: Husband; Responsibilities Duties: Do what I am told. Help manage inventory levels and assist with business growth (could fall under Bush consultants); Start date: 2025-10-17; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 40. TBD project; Owner; Not investment related; 120 Rassmusen Trufant mi 49347; Responsibilities Duties: We purchased a second home. It may be a flip, or we may offer it as a short-term rental. For now, we will simply be fixing it up.; 2026-06-18; 16 Hours per month devoted to business during trading hours; 24 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-10
  • S65 Uniform Investment Adviser Law Examination
    2017-05-10
Designations

View on SEC IAPD

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