Candice
Skinner
Cwm, LLC
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About this Advisor
Candice Skinner is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Candice has previously held positions at Firstmerit Bank, Lpl Financial, Producers Choice Network/Raymond James, Mainstay Capital Management, LLC, Caitlin John Private Wealth Management, Mers, Equanimity Wealth Management, and Cwm, LLC. Candice has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Candice is part of Cwm, LLC, which operates out of Omaha, Nebraska. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Candice Skinner Work History
Equanimity Wealth Management
Equanimity Wealth Management
Cwm, LLC
Mers
Mainstay Capital Management, LLC
Caitlin John Private Wealth Management
Producers Choice Network/Raymond James
Firstmerit Bank
Lpl Financial
Disclosures
Please visit the SEC profile of Candice Skinner 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
Vineland, NJ
Fort Atkinson, WI
Omaha, NE
Omaha, NE
Green Bay, WI
Foxboro, MA
Hastings, NE
Pittsburgh, PA
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