Advisor at CGN Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CGN Advisors, LLC
Location
Hastings, MN 55033
Credentials
CFP®, Series 65
Industry experience
7 years
Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.
Based on CGN Advisors, LLC
Based on CGN Advisors, LLC
Fixed fee for financial planning, investment consultation, real-time planning, tax preparation services typically ranging from $300 to $8,000 annually; educational workshops $25 to $200 per attendee.
$0 - $500,000: 1.00% $500,000+: 0.75%
Up to $600 per hour for Financial Planner; Up to $150 per hour for Paraplanner
Retainer fee engagements ranging from $480 to $8,000 per year, payable monthly or quarterly.
Account minimum: $5,000 to $250,000 for most investment supervisory services accounts Fee-only: Fee-only advisory services; no commissions or mark-ups on securities transactions; no trailer or Rule 12b-1 fees received.
1303 S. Frontage Rd. #113
Hastings, MN 55033
Minnesota
Peterson Financial Planning
2018 - Present (8 years)
Thomson Reuters
1994 - 2018 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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