Lisa
Thuer

Cwm, LLC

CRD#2074718
Investment Advisor
in Palatine, IL

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About this Advisor

Lisa Thuer is a financial advisor based in Palatine, Illinois, working with Cwm, LLC. Lisa has previously held positions at Kabarec Financial Advisors, LTD and Cwm, LLC. Lisa has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Michigan. Currently, Lisa is part of Cwm, LLC, which operates out of Palatine, Illinois. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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

Office Location

220 N. Smith Street, Suite 220
Palatine, IL 60067

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

IL Average: 226
Total Number of Accounts

110,327

IL Average: 7,467
Average Account Size

$242,682

IL Average: $264,928

Investment Advisory Services

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

Lisa Thuer Work History

2018 - Present (6 years)

Cwm, LLC

2008 - Present (16 years)

Kabarec Financial Advisors, LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lisa Thuer 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

Tina Cicci
Foxboro, MA
Trent Connor
Georgetown, TX
Kevin Oleszewski
Vineland, NJ
Jeremy Weller
Green Bay, WI
Taylor Smithyman
Fort Atkinson, WI
Valen Permann
Kennewick, WA
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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