Kenneth Reeves is a CFP-designated registered investment advisor at Cwm, LLC, based in Yakima, WA, with 29 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
230 South Second St., Suite 201, Yakima, WA, 98901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is involved with Reeves Financial Services, focusing on non-variable insurance, dedicating about 10-20% of his time. He also provides investment advisory services through Innovative Financial Management Inc., spending about half his time on this activity, and operates under the DBA FMI for his LPL business, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Financial Management, INC.
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Pacific West Financial Consultant INC
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
Fortis Investors, INC.Broker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.