Micoli
Bates
Cwm, LLC
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About this Advisor
Micoli Bates is a financial advisor based in Wichita, Kansas, working with Cwm, LLC. Micoli has previously held positions at Country Processing, Waddell & Reed Inc, Brent Dome, Usd 331 Enrichment Foundation, Various Insurance Carriers For W & R Insurance Agencies, Cetera Advisor Networks, Cwm, LLC, Micoli Bates, Driven Wealth Strategies, Dome Holdings, Chad Phipps, and Karsten Bond. Micoli has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Micoli is part of Cwm, LLC, which operates out of Wichita, Kansas. 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
Micoli Bates Work History
Cetera Advisor Networks
Cwm, LLC
Dome Holdings
Driven Wealth Strategies
Micoli Bates
Chad Phipps
Karsten Bond
Brent Dome
Usd 331 Enrichment Foundation
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed Inc
Country Processing
Disclosures
Please visit the SEC profile of Micoli Bates 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
Sioux Falls, SD
Omaha, NE
Sioux Falls, SD
Omaha, NE
Omaha, NE
Hastings, NE
Pittsburgh, PA
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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.
