Bowen
Thigpen
Cwm, LLC
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About this Advisor
Bowen Thigpen is a certified financial planner based in Jackson, Mississippi with a total of 4 years of relevant experience. Thigpen is currently employed by Cwm, LLC. Thigpen has gained experience at New York Life Insurance Company, Nylife Securities LLC, University Of Ms, Sledge & Company and Thigpen Group. Thigpen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Mississippi. Cwm, LLC is a business that has its headquarters in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It has $20 billion in total assets across its 96,956 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 96,956 accounts, 15% belong to high-net-worth clients who have at least $1 million in assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically vary depending on the services provided. Fee types charged by Cwm, LLC most likely include 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
Bowen Thigpen Work History
Bowen has been registered as a financial advisor for 4 years.*
Thigpen Group
New York Life Insurance Company
Nylife Securities LLC
University Of Ms
Sledge & Company
University Of Ms
*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 Bowen Thigpen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
