TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Amy Lynn Shappell

Cgn Advisors, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Cgn Advisors, LLC
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

Location

Seattle, WA

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History

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.

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Employment History
Current Registrations
Cgn Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Garrett Investment Advisors, LLC
June 2020 - January 2021 · 7 mos
Juetten Personal Financial Planning, LLC
August 2012 - September 2020 · 8 yrs 1 mo
LPL Financial LLC
July 2010 - August 2012 · 2 yrs 1 mo
Mercer Global Advisors INC.
July 2008 - May 2010 · 1 yr 10 mos
Mercer Advisors
August 2006 - June 2008 · 1 yr 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.