Faron
Daugs
Cwm, LLC
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About this Advisor
Faron Daugs is a certified financial planner operating in Libertyville, Illinois with a total of 9 years of industry experience. Daugs is currently employed by Cwm, LLC. Throughout their career, Daugs has worked at Lpl Financial LLC, Harrison Wallace Financial Group, LTD, Cetera Advisor Networks, LLC and Cwm LLC. Daugs has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Illinois and Texas. Cwm, LLC is an advisory company operating out of Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 advisors. It handles $20 billion in assets between its 96,956 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 96,956 accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cwm, LLC performs a wide set 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 depend on which services the firm provides the client. Fees charged by Cwm, LLC likely include some 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
Faron Daugs Work History
Faron has been registered as a financial advisor for 9 years.*
Cetera Advisor Networks, LLC
Cwm LLC
Harrison Wallace Financial Group, LTD
Lpl Financial LLC
*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 Faron Daugs 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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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.
