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CGN ADVISORS, LLC

MANHATTAN, KS · CRD 159359 · IAPD ↗ · lincefinancialplanning.com · 910-333-6659

$1.60BRegulatory AUM
37Advisory reps
49Employees
999Clients
More than 500Planning clients
0Private funds
44States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — CGN ADVISORS, LLC changed its website from pearsonfinancialplanning.com to lincefinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
July 2026 — CGN ADVISORS, LLC changed its website from cherylober.com to pearsonfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
May 2026 — CGN ADVISORS, LLC changed its website from stowersfinancialplanning.com to cherylober.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2026 — CGN ADVISORS, LLC changed its website from fairwindsadvice.com to stowersfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — CGN ADVISORS, LLC added office(s): 32 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
February 2026 — CGN ADVISORS, LLC reported RAUM up 27% ($1.26B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
January 2026 — CGN ADVISORS, LLC changed its website from financialadvocateforyou.com to fairwindsadvice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
December 2025 — CGN ADVISORS, LLC changed its website from huebnerfinancialplanning.com to financialadvocateforyou.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
August 2025 — CGN ADVISORS, LLC changed its website from arcadiafs.com to huebnerfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
May 2025 — CGN ADVISORS, LLC added office(s): 35 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2025 — CGN ADVISORS, LLC changed its website from stowersfinancialplanning.com to arcadiafs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — CGN ADVISORS, LLC added office(s): 34 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
January 2025 — CGN ADVISORS, LLC changed its website from petersonfinancialplanning.com to stowersfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
November 2024 — CGN ADVISORS, LLC changed its website from dekfinancialsolutions.com to petersonfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2024 — CGN ADVISORS, LLC changed its website from growingfortunes.com to dekfinancialsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — CGN ADVISORS, LLC added office(s): 44 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CGN ADVISORS, LLC now reports custody of client assets ($377.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2024 — CGN ADVISORS, LLC crossed $1B in regulatory AUM ($724.5M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
February 2024 — CGN ADVISORS, LLC changed its website from pearsonfinancialplanning.com to growingfortunes.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.