Cheryl Ober is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Minneapolis, MN, with 7 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Divorce Planning, Education Planning, and 4 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Contact
Cheryl Ober
Location
5038 Luverne Avenue, Minneapolis, MN, 55419
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Cheryl Ober Financial Planning is a fee only financial planning firm, specializing in helping people navigate changes in their financial situation during periods of transition. I like to work with people in the years before retirement, helping them understand how their decisions and actions can impact their retirement picture. I charge hourly fees and also have package pricing. I do not require my clients to have a minimum net worth or amount of investable assets, as I believe that all people should have access to competent financial advice.