Karen
Mccloskey
Cmh Wealth Management, LLC
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About this Advisor
Karen Mccloskey is a certified financial planner working out of North Hampton, New Hampshire with a total of 14 years of relevant experience. Mccloskey works at Cmh Wealth Management, LLC. They have been with Cmh Wealth Management, Llc for all of their career. Mccloskey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Hampshire. Cmh Wealth Management, LLC is a registered investment company based out of North Hampton, NH. It manages $556 million in assets across its 543 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 543 client accounts, 56% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on which service is offered. Fee types billed by Cmh Wealth Management, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cmh Wealth Management, LLC Brokerage Details
$555,943,736
7
543
$1,023,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karen Mccloskey Work History
Karen has been registered as a financial advisor for 14 years.*
Cmh Wealth Management, 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.
Disclosures
Please visit the SEC profile of Karen Mccloskey 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 Cmh Wealth Management, LLC
North Hampton, NH
North Hampton, NH
North Hampton, NH
North Hampton, NH
North Hampton, NH
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.
