Thomas
Commander
Cwm, LLC
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About this Advisor
Thomas Commander is a financial advisor based in Napa, California with 2 years of relevant experience. Commander is an advisor for Cwm, LLC. The advisor has gained experience at County Of Napa, Retired From County Of Napa, United Planners Financial Services A Limited Partner, Vintage High School, Athletic Dept, Cwm. LLC and Carson Wealth Management. Commander has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Cwm, LLC is a business that has its headquarters in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 advisors. It oversees $20 billion in assets across its 96,956 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a number 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 typically vary depending on which services are offered. However, fee types billed by Cwm, LLC likely are comprised of any 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
Thomas Commander Work History
Thomas has been registered as a financial advisor for 2 years.*
Cwm. LLC
Carson Wealth Management
Vintage High School, Athletic Dept
United Planners Financial Services A Limited Partner
Retired From County Of Napa
County Of Napa
*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 Thomas Commander 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 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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