About this Advisor
Shawn Mckeown is an advisor in Yuma, Arizona. Currently a registered advisor with Cwm, LLC, Mckeown has 19 years of professional experience in the financial advisory industry. Mckeown has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Mckeown is registered to serve investors in Arizona and Texas. Over the course of their career, they have held roles at Union Pacific Railroad, United States Navy, Lpl Financial, LLC, Private Advisor Group, LLC and Cwm, LLC. Cwm, LLC is located in Yuma, Arizona, and has 123 other locations in the nation. As an advisor firm, Cwm, LLC manages $12 billion in assets throughout 58,973 client accounts and retains more than 424 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 58,932 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Cwm, LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shawn Mckeown Work History
Shawn has 19 years of experience.
Private Advisor Group, LLC
Lpl Financial, LLC
Union Pacific Railroad
United States Navy
Shawn Mckeown has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Johnson City, TN
Franklin Lakes, NJ
Green Bay, WI
Grand Rapids, MI
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.