Kevin
Christopher
Cwm, LLC
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About this Advisor
Kevin Christopher is a financial advisor who works out of Milldale, Connecticut with 4 years of industry experience. Christopher currently works for Cwm, LLC. Their career trajectory has included roles at Harvest Capital LLC, Harvest Capital Advisors LLC, Law Office Of Kevin H Christopher, Esq, Insurance Agent Appointed With Various Companies, Infinex Investments, Inc, Cetera Advisor Networks, Cwm, LLC Dba Carson Group Partners, Flp Financial Group, Nesso Insurance LLC and Nesso Group. Christopher holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Cwm, LLC is a company based out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It manages $20 billion in total assets across its 96,956 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have greater than $1 million in investable assets. The business offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely depend on which services are provided. However, fees charged by Cwm, LLC can include 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
Kevin Christopher Work History
Kevin has been registered as a financial advisor for 4 years.*
Nesso Insurance LLC
Nesso Group
Cetera Advisor Networks
Cwm, LLC Dba Carson Group Partners
Law Office Of Kevin H Christopher, Esq
Flp Financial Group
Infinex Investments, Inc
Harvest Capital LLC
Harvest Capital Advisors LLC
Insurance Agent Appointed With Various Companies
*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 Kevin Christopher 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
Kennewick, WA
Omaha, NE
Cedar Rapids, IA
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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