John Joseph Flanagan
Investment Adviser Representative at CGN Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Joseph Flanagan is an investment adviser representative with CGN Advisors, LLC in Avon, CT, where they have been registered since 2021. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Flanagan Financial Group LLC and Mercer Global Advisors Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 9 (options sales supervisor). They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Flanagan Financial GroupApr 2019 – Jul 2021East Granby, CT
- Mercer Advisors / Pinnacle Investment ManagementOct 2001 – Mar 2019Simsbury, CT
- CGN Advisors, LLCAug 2021 – no end date reportedAvon, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CGN Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal Financial Planning, Investment Consultation, Retirement Planning and Projections, Tax Planning, Cash Flow Planning, Debt Management, Social Security & Medicare Planning, Long-term Care & Retirement Living Planning, Life Insurance Needs Analysis, Estate Planning, and Ongoing Annual Financial Check-Ins.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 38
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Manhattan, KS
- SEC file number:
- 801-72913
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 2, 2026
View full firm profileOther advisors at CGN Advisors, LLC
Showing 12 of 38 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Joseph Flanagan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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