Byron
Watkins
Cwm, LLC
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About this Advisor
Byron Watkins is a financial advisor based in Wichita, Kansas, with 4 years of relevant experience. Watkins is on the advisory team at Cwm, LLC. Throughout their career, they have worked at Back Alley, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Marta Curry, Bni, Crawl For Cancer, Watkins Properties, Kansas School For Effective Learning, March Of Dimes, Young Professionals Of Wichita, Chad Phipps, Cetera Advisor Networks, Cwm, LLC Dba Carson Group Partners, Driven Wealth Strategies and Bond And Phipps Inc. Watkins holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas. Cwm, LLC is a company operating out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It handles $20 billion in total assets across its 96,956 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. Cwm, LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically are based on which services are offered. Fees 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
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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
Byron Watkins Work History
Byron has been registered as a financial advisor for 4 years.*
Cetera Advisor Networks
Cwm, LLC Dba Carson Group Partners
Driven Wealth Strategies
Bond And Phipps Inc
Watkins Properties
Crawl For Cancer
Chad Phipps
Young Professionals Of Wichita
Marta Curry
Bni
Kansas School For Effective Learning
March Of Dimes
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Back Alley
*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 Byron Watkins 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
Yuma, AZ
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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.
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