Kimberly
Gieseler
Cwm, LLC
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About this Advisor
Kimberly Gieseler is a certified financial planner who works in Arvada, Colorado with 5 years of industry experience. Gieseler currently works for Cwm, LLC. The advisor has gained experience at Lpl Financial, LLC, Cwm, LLC, Valorem Financial, Cetera Advisor Netowrks, Carson Group Partners, The Kimberly Group, Inc, Kg Ph, LLC, Kg Parker, LLC and Kg Family, LLC. Gieseler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Texas. Cwm, LLC is an advisory company based in Omaha, NE. It has offices in 165 locations and a total of 1,111 financial advisors. It has $20 billion in total assets among its 96,956 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cwm, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Cwm, LLC can include 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
Kimberly Gieseler Work History
Kimberly has been registered as a financial advisor for 5 years.*
Cwm, LLC
Valorem Financial
Cetera Advisor Netowrks
Carson Group Partners
Kg Family, LLC
Kg Parker, LLC
Kg Ph, LLC
Lpl Financial, LLC
The Kimberly Group, Inc
*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 Kimberly Gieseler 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
Omaha, NE
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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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.
