Andrew
Penke
Cwm, LLC
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About this Advisor
Andrew Penke is a financial advisor working in Omaha, Nebraska, with a total of 1 year of industry experience. Penke is on the advisory team at Cwm, LLC. Throughout their career, they have worked at Td Ameritrade, Applied Underwriters, Aaa Life Insurance, Andrew Penke - Farm Bureau Financial Services, Cetera Advisor Networks, Cwm, LLC Dba Carson Group Holdings and Cwm, LLC Dba Carson Partners. Penke maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Cwm, LLC is a financial advisory company operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It has $20 billion in assets under management between its 96,956 client accounts, placing it among the largest firms in the country by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. Cwm, LLC 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. A financial advisor's fees depend on which services are offered. However, fees charged by Cwm, LLC likely are comprised 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
Andrew Penke Work History
Andrew has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Cwm, LLC Dba Carson Group Holdings
Cwm, LLC Dba Carson Partners
Td Ameritrade
Applied Underwriters
Aaa Life Insurance
Andrew Penke - Farm Bureau Financial Services
*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 Andrew Penke 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
Vincennes, IN
Omaha, NE
Yuma, AZ
Omaha, NE
Omaha, NE
Omaha, NE
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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