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Financial ADVSR advisor directory · SEC adviser records

Cwm, LLC financial advisors in Green Bay, WI

Every SEC-registered investment adviser representative at a Cwm, LLC office in Green Bay, A to Z.

The short answer

5 registered advisors work at Cwm, LLC in Green Bay, out of 597 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Cwm, LLC advisors in Green Bay, A to Z

Every Cwm, LLC advisor →

Cwm, LLC advisors in every city and state →Cwm, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cwm, LLC advisors in other cities

Omaha, NE 270Scottsdale, AZ 11Southlake, TX 9Palatine, IL 8Cedar Rapids, IA 6Hastings, NE 6Yuma, AZ 6Amarillo, TX 5Baton Rouge, LA 5Englewood, CO 5Fort Atkinson, WI 5Lake Oswego, OR 5Austin, TX 4Bethesda, MD 4Dallas, TX 4

Other firms in Green Bay

All Green Bay advisors →

Packerland Brokerage Services, Inc. 59Morgan Stanley 35Nicolet Wealth Management 32RBC Capital Markets, LLC 25Osaic Wealth, Inc. 23Robert W. Baird & Co. Incorporated 21Ameriprise Financial Services, LLC 19Edward Jones 18LPL Financial LLC 18Kcd Financial, Inc. 15Raymond James Financial Services Advisors, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13

Questions

How many financial advisors does Cwm, LLC have in Green Bay?

5 investment adviser representatives are registered at Cwm, LLC offices in Green Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 597 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Cwm, LLC one of the largest advisor employers in Green Bay?

Cwm, LLC ranks number 17 in Green Bay by registered advisors; Packerland Brokerage Services, Inc. has the most, with 59.

How do I check a Cwm, LLC advisor in Green Bay?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cwm, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.