Kristen
Rainone

Cwm, LLC

CRD#5210181
Investment Advisor
in Kissimmee, FL

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About this Advisor

Kristen Rainone is an advisor whose office is in Kissimmee, Florida. Currently a registered financial advisor at Cwm, LLC, Rainone has 10 years of professional experience. Rainone holds Series 63, Series 66 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Rainone is able to operate in Florida. The advisor has gained experience at Charles Schwab & Co., Inc, Charles Schwab Bank, Tdameritrade, Inc, Cadwell Wealth Asset Management, LLC, Lpl Financial LLC, Cwm, LLC, Cetera Advisor Networks LLC and Td Ameritrade. Cwm, LLC is located in Kissimmee, Florida, and has 123 additional brick-and-mortar locations in the country. As a company, Cwm, LLC oversees $12 billion in assets throughout 58,973 client accounts and employs more than 424 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 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

Series 63, Series 66, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

609 Celebration Ave
Kissimmee, FL 34747

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

FL Average: $1,978,216,465
Total Number of Employees

424

FL Average: 226
Total Number of Accounts

58,973

FL Average: 7,467
Average Account Size

$201,737

FL Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kristen Rainone Work History

Kristen has 10 years of experience.

2018 - Present (4 years)

Cadwell Wealth Asset Management, LLC

2018 - Present (4 years)

Cwm, LLC

2018 - Present (4 years)

Cetera Advisor Networks LLC

2018 - 2018 (< 1 year)

Lpl Financial LLC

2015 - 2018 (3 years)

Td Ameritrade

2014 - 2015 (1 year)

Tdameritrade, Inc

2010 - 2013 (3 years)

Charles Schwab & Co., Inc

2010 - 2013 (3 years)

Charles Schwab Bank

Disclosures

Kristen Rainone has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Tammy Rasplicka
Omaha, NE
Breanne Vugteveen
Grand Rapids, MI
Aaron Schaben
Omaha, NE
Tyler Roach
Omaha, NE
Kristen Rainone
Kissimmee, FL
Shayla Kriha
Omaha, NE
Sonu Varghese
Omaha, NE
Robert Papa
Franklin Lakes, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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