Michael
Valenti
Cwm, LLC
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About this Advisor
Michael Valenti is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Michael has previously held positions at Carson Group, LLC, Ci Private Wealth, LLC, Radnor Financial Advisors, Sungard Financial Systems, and Cwm, LLC. Michael is registered to provide services in Pennsylvania. Currently, Michael 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
Michael Valenti Work History
Carson Group, LLC
Cwm, LLC
Ci Private Wealth, LLC
Radnor Financial Advisors
Sungard Financial Systems
Disclosures
Please visit the SEC profile of Michael Valenti 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
Foxboro, MA
Hastings, NE
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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