Scott
Reynolds
Cwm, LLC
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About this Advisor
Scott Reynolds is a certified financial planner based out of Covington, Kentucky, who has 5 years of industry experience. Reynolds is currently employed by Cwm, LLC. Over the course of their career, Reynolds has held roles at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Scott Reynolds, Hockey Players 4 Kids, Montgomery Chamber Of Commerce, Business Networking International, Boys Hope Girls Hope, Sycamore Premier Sports Club, Cwm, LLC and Cetera Advisor Networks. Reynolds has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky, Ohio and Texas. Cwm, LLC is a financial advisory firm based out of Omaha, NE. It has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in total assets between its 96,956 accounts, making it one of the biggest firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a wide range 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 largely vary depending on which services are provided. Fees charged by Cwm, LLC likely include some 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
Scott Reynolds Work History
Scott has been registered as a financial advisor for 5 years.*
Cwm, LLC
Cetera Advisor Networks
Sycamore Premier Sports Club
Business Networking International
Montgomery Chamber Of Commerce
Various Insurance Carriers For W & R Insurance Agencies
Scott Reynolds
Waddell & Reed Inc
Boys Hope Girls Hope
Hockey Players 4 Kids
*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 Scott Reynolds 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
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Yuma, AZ
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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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.
