Joanne
Tortolano
Cwm, LLC
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About this Advisor
Joanne Tortolano is a chartered financial consultant operating in Yuma, Arizona who has 4 years of relevant experience. Tortolano is currently employed by Cwm, LLC. Over the course of their career, they have held roles at Dartmouth College, John W. Durkee Cpa Pc, Lpl Financial, LLC, Cwm, LLC, Yuma Investment Group, Wadsworth & Hansen, Financial Planners and Private Advisor Group, LLC. Tortolano maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Cwm, LLC is an advisory company that has its headquarters in Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in assets under management between its 96,956 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. Cwm, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on the financial services. However, fee types billed by Cwm, LLC can consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joanne Tortolano Work History
Joanne has been registered as a financial advisor for 4 years.*
Yuma Investment Group
Cwm, LLC
Lpl Financial, LLC
Yuma Investment Group
Private Advisor Group, LLC
Wadsworth & Hansen, Financial Planners
Dartmouth College
John W. Durkee Cpa Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joanne Tortolano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Omaha, NE
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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