Cheryl Krueger is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Schaumburg, IL, with 18 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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 Krueger
Location
1901 N. Roselle Rd, Ste. 800, Schaumburg, IL, 60195
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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.
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Cheryl is a managing member of Growing Fortunes Financial Partners LLC, providing administrative support including managing vendor contracts and expenses. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Growing Fortunes Financial Partners LLC
State Registrations2 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 Krueger brings over 25 years of experience in financial analysis, problem solving and insight to your planning needs. After a successful actuarial career, Cheryl decided she wanted to work directly with individuals to help them create their own financial success. Cheryl started Growing Fortunes Financial Partners LLC in 2007 to help middle-class individuats with their financial planning needs. Cheryl works to help you understand your current position with respect to reaching your goals, and helps you determine the most important actions to take now to give you a greater chance of meeting those goals.