Camille
Koppenberg

Cwm, LLC

CRD#5892355
Investment Advisor
in Omaha, NE

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About this Advisor

Camille Koppenberg is a financial advisor operating out of Omaha, Nebraska, with 1 year of industry experience. Koppenberg is an employee of Cwm, LLC. The advisor has gained experience at Key Bank, Lpl Financial LLC, Cwm, LLC, Cetera Advisor Networks LLC, Asset Advisors LLC and Carson Wealth. Koppenberg holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Cwm, LLC is an advisory business headquartered in Omaha, NE. It has offices in 165 locations and a total of 1,111 employees. It has $20 billion in assets under management across its 96,956 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth clients who have at least $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees charged by Cwm, LLC most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

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

Camille Koppenberg Work History

Camille has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cwm, LLC

2022 - Present (2 years)

Carson Wealth

2017 - 2022 (5 years)

Cetera Advisor Networks LLC

2015 - 2022 (7 years)

Cwm, LLC

2013 - 2013 (< 1 year)

Key Bank

2013 - 2017 (4 years)

Lpl Financial LLC

2013 - 2022 (9 years)

Asset Advisors LLC

*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 Camille Koppenberg 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

Randy Harrison
Omaha, NE
Timothy Avila
Yuma, AZ
Jaymon Meikle
Omaha, NE
Camille Koppenberg
Omaha, NE
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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