Beth Walker is a registered investment advisor at Cwm, LLC, based in Colorado Springs, CO, with 27 years of industry experience. Beth 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
15455 Gleneagle Drive, Ste 110, Colorado Springs, CO, 80921
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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
Beth sells fixed insurance products, including life, disability, annuities, and long-term care, with time commitment varying. She also owns Nanaimo LLC DBA Center for College Solutions, provides college planning services, is an author, a trustee for family trusts, and a senior financial specialist for College Hero.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
LPL Financial LLC
The Wealth Consulting Group
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
First Montauk Securities CORP.Broker
Linsco/private Ledger CORP.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.