Stephanie
Knapp
Cwm, LLC
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About this Advisor
Stephanie Knapp is a financial advisor working out of Omaha, Nebraska who has 1 year of industry experience. Knapp is an advisor for Cwm, LLC. Their career trajectory has included roles at Nelnet, Noll, Mutual Of Omaha Bank, Security National Bank, Draft House, Kate Spade, Td Ameritrade, Securities America Advisors, Cetera Advisor Networks, Cwm, LLC Dba Carson Partners, Cwm, LLC Dba Carson Group Holdings and Securities America, Inc. Knapp holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Nebraska. Cwm, LLC is an advisory firm based out of Omaha, NE. It has offices in 165 locations and a total of 1,111 financial advisors. It handles $20 billion in total assets between its 96,956 client accounts, placing it among 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 clients who have greater than $1 million in assets. Cwm, LLC provides a diverse assortment 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 are based on the type of financial services. However, fee types charged by Cwm, LLC may include 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
Stephanie Knapp Work History
Stephanie has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Cwm, LLC Dba Carson Partners
Cwm, LLC Dba Carson Group Holdings
Securities America Advisors
Securities America, Inc
Td Ameritrade
Nelnet
Noll
Kate Spade
Mutual Of Omaha Bank
Security National Bank
Draft House
*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 Stephanie Knapp 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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
Doylestown, PA
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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