Clark Permann is a CFP-designated registered investment advisor at Cwm, LLC, based in Yakima, WA, with 34 years of industry experience. Clark 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
115 N. 50th Avenue, Suite B, Yakima, WA, 98908
Get directionsHistory
Regulatory History (3)
Regulatory
February 2018Customer Dispute
October 2008Employment Separation After Allegations
May 1999Other Business ActivitiesSells Insurance
Clark sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also an investment advisor representative/senior wealth advisor for CWM, LLC DBA Carson Partners and a principal/CEO/wealth advisor for Financial Management Inc., spending about a quarter of his time on each.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Financial Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.