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About this Advisor
Kristen Rainone is a financial advisor operating in Omaha, Nebraska who has 5 years of industry experience. Rainone is on the advisory team at Cwm, LLC. Throughout their career, Rainone has worked at Tdameritrade, Inc, Cadwell Wealth Asset Management, LLC, Lpl Financial LLC, Cetera Advisor Networks LLC, Cwm, LLC and Td Ameritrade. Rainone maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Cwm, LLC is a company headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in assets across its 96,956 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cwm, LLC has a broad set 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 typically are based on which services the firm provides the client. Fee types billed by Cwm, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Cwm, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kristen Rainone Work History
Kristen has been registered as a financial advisor for 5 years.*
Cadwell Wealth Asset Management, LLC
Cetera Advisor Networks LLC
Lpl Financial 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.
Please visit the SEC profile of Kristen Rainone 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
Cedar Rapids, IA
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