Lisa
Thuer
Cwm, LLC
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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
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lisa Thuer Work History
Cwm, LLC
Kabarec Financial Advisors, LTD
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.
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