#1Cgn Advisors, LLC
CGN ADVISORS, LLC
Serves this area from Manhattan, KS (19 mi)
Retirement Plan Advisors in Pottawatomie County, KS
The top-ranked retirement plan advisors serving Pottawatomie County, KS are Cgn Advisors, LLC, Keating Financial Advisory Services and Schwarz Investment Partners. We list 8 retirement plan advisors serving Pottawatomie County, KS. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Pottawatomie County, KS. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Pottawatomie County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cgn Advisors, LLC | SEC-registered investment adviser (CRD)#159359 | Manhattan, KS (19 mi) | (910) 333-6659 |
| 2 | Keating Financial Advisory Services | SEC-registered investment adviser (CRD)#142772 | Manhattan, KS (19 mi) | (785) 537-0366 |
| 3 | Schwarz Investment Partners | SEC-registered investment adviser (CRD)#113556 | Silver Lake, KS (32 mi) | (785) 582-5805 |
| 4 | Invisor | SEC-registered investment adviser (CRD)#174890 | Seneca, KS (35 mi) | (785) 334-4100 |
| 5 | Proactive Capital Management, Inc. | SEC-registered investment adviser (CRD)#297791 | Topeka, KS (39 mi) | (785) 215-8080 |
| 6 | Endeavor Private Wealth, Inc. | SEC-registered investment adviser (CRD)#313053 | Topeka, KS (40 mi) | (785) 329-2510 |
| 7 | Ae Wealth Management, LLC | SEC-registered investment adviser (CRD)#282580 | Topeka, KS (41 mi) | (866) 363-9595 |
| 8 | Ofg Financial Services, Inc. | SEC-registered investment adviser (CRD)#23940 | Topeka, KS (42 mi) | (785) 233-4071 |
#2Keating Financial Advisory Services
KEATING FINANCIAL ADVISORY SERVICES, INC.Serves this area from Manhattan, KS (19 mi)#3Schwarz Investment Partners
SCHWARZ INVESTMENT PARTNERSServes this area from Silver Lake, KS (32 mi)#4Invisor
INVISOR FINANCIAL LLCServes this area from Seneca, KS (35 mi)#5Proactive Capital Management, Inc.
PROACTIVE CAPITAL MANAGEMENT, INC.Serves this area from Topeka, KS (39 mi)#6Endeavor Private Wealth, Inc.
ENDEAVOR PRIVATE WEALTH, INC.Serves this area from Topeka, KS (40 mi)#7Ae Wealth Management, LLC
AE WEALTH MANAGEMENT, LLCServes this area from Topeka, KS (41 mi)#8Ofg Financial Services, Inc.
OFG FINANCIAL SERVICES, INC.Serves this area from Topeka, KS (42 mi)
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Frequently asked questions
How many retirement plan advisors serve Pottawatomie County?
We list 8 retirement plan advisors serving Pottawatomie County, KS: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pottawatomie County?
The top-ranked retirement plan advisors serving Pottawatomie County, KS are Cgn Advisors, LLC, Keating Financial Advisory Services, Schwarz Investment Partners, Invisor and Proactive Capital Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pottawatomie County are verified against official records?
8 of the top 8 match an active official record: Cgn Advisors, LLC (U.S. Securities and Exchange Commission), Keating Financial Advisory Services (U.S. Securities and Exchange Commission), Schwarz Investment Partners (U.S. Securities and Exchange Commission), Invisor (U.S. Securities and Exchange Commission) and Proactive Capital Management, Inc. (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
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