Kristin L. Rogers
CGN ADVISORS
Sioux Falls, SD
Some features on this profile are disabled
CRD#: 3098023
Professional summary
Kristin Lynn Rogers, CFP®, who also goes by Kristin Lynn Scherger, is a registered financial advisor currently at CGN ADVISORS, LLC located in Sioux Falls, South Dakota.
Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kristin has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Kristin Rogers has worked in the financial services industry for over fifteen years. As a member of Garrett Planning Network, she employs a Fee-Only business model that puts her clients' best interest first. She provides financial and investment consultation advice for her clients on an as-needed basis and, for those who prefer monitoring of their investments, Kristin is able to provide investment supervisory services.
For more information, please visit: Visit www.FinancialAdvocateForYou.com
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Entrepreneurs
Hourly
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Kristin Lynn Scherger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Secretary at Church; Investment related: Yes; 5015 Main Street Albertville Minnesota 55301 United States; Duties: Pay invoices and update board on expenses; work with church office manager who does the majority of the record keeping; work with financial secretary as needed.; 2022-03-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Kristin Lynn Rogers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
May 20, 2014 - Present
CGN ADVISORS, LLC
RIA
CRD#: 159359
Sioux Falls, SD
Past
December 4, 2013 - December 31, 2013
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
MINNEAPOLIS, MN
Past
November 11, 2009 - December 31, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
MINNEAPOLIS, MN
Past
November 2, 2005 - May 29, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
MAPLE GROVE, MN
Past
September 23, 1998 - May 26, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 23, 1998 - May 26, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(5/20/2014)
IAR
South Dakota(1/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
512 Poyntz Ave Suite 120, Manhattan, KS 66502
Mailing Address
Phone number
(910) 333-6659
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,609 |
| AUM (Assets Under Management) | $ 1,261,550,096 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
