Katie Justus is a CFP-designated registered investment advisor at Cwm, LLC, based in Overland Park, KS, with 7 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
4400 W. 109th Street, Ste. 250, Overland Park, KS, 66211
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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 Activities
Katie works as a Client Service Associate for CWM, LLC (DBA Carson Partners and Carson Wealth), an SEC registered investment advisory firm, dedicating full-time hours to providing operational support. Katie is also a Notary Public, but spends minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Integrated Wealth Advisory Services, INC.
Geneos Wealth Management, INC.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.
Exams
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