Jaclyn
Hissick
Cwm, LLC
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About this Advisor
Jaclyn Hissick is a financial advisor who works out of Milldale, Connecticut who has 5 years of industry experience. Hissick is currently employed by Cwm, LLC. Over the course of their career, they have held roles at Harvest Capital LLC, Harvest Capital Advisors LLC, Insurance Agenet Appointed With Various Carriers, Infinex Investments, Inc, Cetera Advisor Networks, The Nesso Group, Cwm, LLC and Flp Financial Group, LLC. Hissick holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Cwm, LLC is a financial advisory company headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It oversees $20 billion in assets between its 96,956 client accounts, making it one of the largest firms in the country by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually depend on which service is provided. Fee types billed by Cwm, LLC most likely include any blend 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
Jaclyn Hissick Work History
Jaclyn has been registered as a financial advisor for 5 years.*
The Nesso Group
Cetera Advisor Networks
Cwm, LLC
Flp Financial Group, LLC
Infinex Investments, Inc
Harvest Capital Advisors LLC
Harvest Capital LLC
Insurance Agenet Appointed With Various Carriers
*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 Jaclyn Hissick 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
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
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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