Mark
Anleitner
Cwm, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Anleitner is a certified financial planner operating in Valparaiso, Indiana who has 5 years of relevant experience. Anleitner works at Cwm, LLC. The advisor has gained experience at Mark Anleitner, J.P. Morgan Securities LLC, Cwm, LLC, Cetera Advisor Networks LLC, 360° Wealth Advisor and Beyond Design LLC. Anleitner has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Indiana and Texas. Cwm, LLC is a company based out of Omaha, NE. It has offices in 165 locations and a total of 1,111 financial advisors. It controls $20 billion in total assets across its 96,956 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a wide array 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 vary depending on which service is provided. However, fee types charged by Cwm, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Mark Anleitner Work History
Mark has been registered as a financial advisor for 5 years.*
Beyond Design LLC
Cwm, LLC
Cetera Advisor Networks LLC
360° Wealth Advisor
J.P. Morgan Securities LLC
Mark Anleitner
*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 Mark Anleitner 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
Omaha, NE
Omaha, NE
Yuma, AZ
Cedar Rapids, IA
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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
