Shanna Kehoe is a registered investment advisor at Cwm, LLC, based in Las Vegas, NV, with 22 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
6910 South Cimarron Road, Suite 210, Las Vegas, NV, 89113
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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
Shanna sells fixed insurance products, including life, disability, and long-term care insurance, dedicating a few hours per week. She is also involved in several other activities, including a women's executive council, the Las Vegas Metro Chamber of Commerce, commercial real estate management, a personal living trust, a marketing DBA, and a tax planning LLC.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Lakeside Wealth Management Group, LLC
First Allied Securities, INC.Broker
The Wealth Consulting Group
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations3 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.