Neal
Albritton

Cwm, LLC

CRD#4707408
Investment Advisor
in Saint Louis, MO

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About this Advisor

Neal Albritton is a chartered financial consultant who works in Saint Louis, Missouri who has 4 years of relevant experience. Albritton works at Cwm, LLC. Over the course of their career, they have held roles at Albritton Financial Services, Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Cwm, LLC. Albritton has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri and Texas. Cwm, LLC is a financial advisory firm headquartered in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It administers $20 billion in assets between 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 client accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse assortment 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 largely depend on which services the firm provides the client. Fees charged by Cwm, LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

4 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

Office Location

12977 N Forty Drive Suite 110
Saint Louis, MO 63141

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

MO Average: 226
Total Number of Accounts

96,956

MO Average: 7,467
Average Account Size

$205,697

MO Average: $264,928

Investment Advisory Services

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

Neal Albritton Work History

Neal has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cwm, LLC

2007 - Present (17 years)

Albritton Financial Services, Inc

2013 - 2019 (6 years)

Cambridge Investment Research Advisors, Inc

2012 - 2019 (7 years)

Cambridge Investment Research, Inc

*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 Neal Albritton 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

Timothy Hall
Omaha, NE
Patrick Healy
Omaha, NE
Jaymon Meikle
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Dean Bertsch
Sioux Falls, SD
Benjamin Rosholt
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.

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