Shawn
Powell

Cwm, LLC

CRD#5899075
Investment Advisor
in Wichita, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shawn Powell is a financial advisor who works in Wichita, Kansas. Currently a registered advisor at Cwm, LLC, they have gathered 11 years of work experience as a financial advisor. Powell has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Powell is able to act as an advisor in Kansas. Their career trajectory has included roles at Edward Jones, Equitrust Marketing Serv LLC, Smith Baseball Academy, Waddell & Reed Inc, Mcpherson College, Various Insurance Carriers For W & R Insurance Agencies, Matthew Huhnke, Imelda Huhnke, Shawn Powell Representative, Farm Bureau, Information Providers, Inc, Fellowship Of Christian Athletes, Humana, Lance Newell, Debra Caffrey, Karsten Bond, Chad Phipps, Cwm, LLC, Bond & Phipps Inc, Driven Wealth Strategies and Cetera Advisor Networks. Cwm, LLC is located in Wichita, Kansas, and operates out of 123 other locations across the United States. As an advisor firm, Cwm, LLC oversees $8 billion in assets across 41,219 client accounts and retains more than 309 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 41,184 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cwm, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

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

Disclosures

No

Office Location

12001 E 13Th St. North
Wichita, KS 67206

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

Total Assets Under Management

$7,502,978,872

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

309

KS Average: 226
Total Number of Accounts

41,219

KS Average: 7,467
Average Account Size

$182,027

KS Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Shawn Powell Work History

Shawn has 12 years of experience.

2019 - Present (1 year)

Cwm, LLC

2019 - Present (1 year)

Cetera Advisor Networks

2018 - Present (2 years)

Bond & Phipps Inc

2018 - Present (2 years)

Driven Wealth Strategies

2018 - 2018 (< 1 year)

Lance Newell

2018 - 2019 (1 year)

Lance Newell

2018 - 2018 (< 1 year)

Debra Caffrey

2018 - 2018 (< 1 year)

Debra Caffrey

2018 - 2019 (1 year)

Karsten Bond

2018 - 2019 (1 year)

Chad Phipps

2017 - 2018 (1 year)

Information Providers, Inc

2016 - 2019 (3 years)

Various Insurance Carriers For W & R Insurance Agencies

2016 - 2018 (2 years)

Matthew Huhnke

2016 - 2019 (3 years)

Waddell & Reed Inc

2016 - 2017 (1 year)

Imelda Huhnke

2016 - 2019 (3 years)

Fellowship Of Christian Athletes

2014 - 2016 (2 years)

Mcpherson College

2014 - 2014 (< 1 year)

Shawn Powell Representative

2013 - 2014 (1 year)

Waddell & Reed Inc

2013 - 2014 (1 year)

Various Insurance Carriers For W & R Insurance Agencies

2012 - 2013 (1 year)

Edward Jones

2012 - 2014 (2 years)

Smith Baseball Academy

2011 - 2011 (< 1 year)

Edward Jones

2011 - 2012 (1 year)

Equitrust Marketing Serv LLC

2011 - 2012 (1 year)

Farm Bureau

2008 - 2011 (3 years)

Humana

Disclosures

Shawn Powell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Breanne Vugteveen
Grand Rapids, MI
Mark Petersen
Omaha, NE
Randy Harrison
Omaha, NE
Eugene Daniller
Bethesda, MD
Brent Whiddon
Albany, GA
Mohamed Ali
Quincy, IL
Shandie Morrison
Vancouver, WA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started