Matthew Martin Schlossman
Investment adviser representative at Cgn Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Cgn Advisors, LLCOct 2025 to now
- Aspyre Wealth PartnersAug 2020 to Oct 2025
- Powercat Sports GrillJun 2020 to Aug 2020
- Powercat FinancialAug 2019 to Aug 2020
- UnemployedAug 2019 to Jan 2020
- Eat StreetApr 2019 to Aug 2019
- UnemployedMar 2019 to Apr 2019
- Kansas State UniversitySep 2018 to May 2019
- UnemployedAug 2018 to Jan 2019
- StudentAug 2017 to May 2018
- Kansas LotteryOct 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
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
- 7404071
- Firm CRD
- 159359