Keys Tinney is a CFP-designated registered investment advisor at Cwm, LLC, based in Englewood, CO, with 26 years of industry experience. Keys 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
9635 Maroon Circle, Ste. 440, Englewood, CO, 80112
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Regulatory
December 2008Other Business ActivitiesSells Insurance
Keys is a manager at Aveo Capital Holdings, LLC, a holding company with interests in investment advisory firms and an insurance general agency, dedicating minimal time. Keys is also an owner/manager at Blue Sky Asset Management, LLC, spending about a quarter of their time.
Employment History
Current Registrations
Cwm, LLC
Blue Sky Asset Management, LLC
Previous Registrations
Aveo Capital Partners, LLC
Stephen A. Kohn & Associates, LTD.Broker
Ipro One Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.