James
Kampetis
Cwm, LLC
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About this Advisor
James Kampetis is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cwm, LLC, E.E. Powell & Company, Inc, Carson Wealth, and Aptus Wealth Management. James has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Pennsylvania. Currently, James 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
James Kampetis Work History
Carson Wealth
Cwm, LLC
Aptus Wealth Management
E.E. Powell & Company, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of James Kampetis 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
Fort Atkinson, WI
Omaha, NE
Omaha, NE
Vineland, NJ
Green Bay, WI
Hastings, NE
Pittsburgh, PA
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