Stephanie Knapp is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 8 years of industry experience. Stephanie 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is a Director of Client Services for CWM, LLC DBA Carson Partners and CWM, LLC DBA Carson Group Holdings, both SEC registered investment advisory firms. These roles, which began in April 2022, each take about a quarter of Stephanie's time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
TD Ameritrade, INC.Broker
State Registrations1 state
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