John Joseph Flanagan
Investment adviser representative at Cgn Advisors, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Cgn Advisors, LLCAug 2021 to now
- Flanagan Financial GroupApr 2019 to Jul 2021
- Mercer Advisors / Pinnacle Investment ManagementOct 2001 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CT).
Cgn Advisors, LLC
$1.6BAssets managed
1,321Clients
36Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2538635
- Firm CRD
- 159359