Shanna Templeton is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 12 years of industry experience. Shanna 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
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Financial
March 2020Other Business Activities
Shanna is the Operations Manager and Investment Advisor Representative at Silverhawk Financial since 2013, working full-time. She manages operations, paperwork, client files, and compliance for the RIA.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Ausdal Financial Partners, INC.
Silverhawk Asset Management, LLC
Conscient Capital, LLC
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.