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Managing Principal - Client Services · CGN Advisors, LLC

Chad E. Chase

CRD 6612151 · Named on Form ADV at one SEC-registered adviser

At a glance

CGN Advisors, LLC, an SEC-registered wealth manager based in Manhattan, KS with $1.6 billion in regulatory assets, lists Chad E. Chase on its Form ADV as Managing Principal - Client Services, a control person.

Firms and roles

  • CGN Advisors, LLCManaging Principal - Client ServicesWealth manager · Manhattan, KS · $1.6B in regulatory assets

AtlasMembers

Chad’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Justin W. NicholsManaging Principal - Adviser Services, CGN Advisors, LLC
  • Michael L. GreimManaging Principal - Investments & Chief Compliance Officer, CGN Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.