Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$5K
Loading...
Contact
Sheila Rae Stowers
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
Get directionsHistory
Regulatory History
Clean regulatory record
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
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
February 2009 - November 2009 · 9 mos
Dimensional Fund Advisors LP
October 2007 - November 2008 · 1 yr 1 mo
Cue Financial Group, INC.
December 2006 - October 2007 · 10 mos
Strategic Advisers, INC.
January 2001 - January 2004 · 3 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Sheila Rae Stowers