Theresa Rowland is a CFP, PFS-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 17 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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
Theresa Rowland
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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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 →Other Business ActivitiesSells Insurance
Theresa maintains life and health insurance licenses in Illinois and Arizona, primarily to fulfill continuing education requirements. She dedicates minimal time outside of trading hours to this activity and has never sold insurance through the firm.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Buckingham Strategic Wealth
Solutions for Wealth Management, 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
T Rowland Financial Services (TRFS) provides hourly, as-needed financial planning and consultative services. TRFS partners with individuals, couples, and small businesses. Our time together and services provided can range from a single meeting to address a specific area such as portolio reviews, 401(k) investment fund choice evaluations, to continuous on-going services such as broad-based and retirement planning, portfolio constructions, investment advice, and assisting with company-sponsored retirement plans that encompass all aspects of your financial life.