About this Advisor
Shayla Kriha is an investment advisor in Omaha, Nebraska. Currently a registered financial advisor at Cwm, LLC, they have accumulated 10 years of professional experience as a registered investment advisor. Kriha has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Kriha is able to operate based out of Nebraska and Texas. Their career trajectory has included roles at Carson Wealth Management Group, Lpl Financial, LLC and Cwm, LLC. Cwm, LLC is headquartered in Omaha, Nebraska, and operates out of 123 locations in the country. As a firm, Cwm, LLC oversees $12 billion in assets across 58,973 client accounts and employs more than 424 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shayla Kriha Work History
Shayla has 10 years of experience.
Lpl Financial, LLC
Carson Wealth Management Group
Shayla Kriha has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Sioux Falls, SD
Green Bay, WI
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