Pascal
Kropf
Cwm, LLC
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About this Advisor
Pascal Kropf is a financial advisor based in Scottsdale, Arizona, working with Cwm, LLC. Pascal has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Scottsdale Nights, Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley Private Bank, N.A, The Vanguard Group, Inc, Arizona State University, Modern Marquee Society, LLC, Clear Notarization LLC, Cwm, LLC, and Silverhawk Private Wealth. Pascal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Pascal is part of Cwm, LLC, which operates out of Scottsdale, Arizona. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Pascal Kropf Work History
Cwm, LLC
Silverhawk Private Wealth
Modern Marquee Society, LLC
Clear Notarization LLC
The Vanguard Group, Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley
Wells Fargo Clearing Services, LLC
Arizona State University
Wells Fargo Advisors LLC
Wells Fargo Bank Na
Scottsdale Nights
Disclosures
Please visit the SEC profile of Pascal Kropf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
