Marissa
Manuel
Cwm, LLC
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About this Advisor
Marissa Manuel is a certified financial planner who works in Omaha, Nebraska with a total of 1 year of relevant experience. Manuel is an employee of Cwm, LLC. Over the course of their career, they have held roles at Louisiana Department Of Transportation And Development, The Olivier Group, LLC, Acme Oyster House, Peters Wealth Advisors, Ferdinandsen Financial Group, Outback Steakhouse, Barcadia Bar And Grill, Am Barbe High School, Cetera Advisor Networks and Cwm, Dba Carson Group Partners. Manuel is approved to operate in Louisiana. Cwm, LLC is a business headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It has $20 billion in total assets among its 96,956 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely vary depending on which service is provided. However, fee types charged by Cwm, LLC can include any combination 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
Marissa Manuel Work History
Marissa has been registered as a financial advisor for 1 years.*
Cwm, Dba Carson Group Partners
The Olivier Group, LLC
Cetera Advisor Networks
Cetera Advisor Networks
Louisiana Department Of Transportation And Development
Acme Oyster House
Peters Wealth Advisors
Ferdinandsen Financial Group
Barcadia Bar And Grill
Outback Steakhouse
Am Barbe High School
*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 Marissa Manuel 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
Omaha, NE
Omaha, NE
Yuma, AZ
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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.