Melanie
Hasty-Grant
Cwm, LLC
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About this Advisor
Melanie Hasty-Grant is a financial advisor operating in Owasso, Oklahoma who has 7 years of industry experience. Hasty-Grant currently works for Cwm, LLC. During their career, Hasty-Grant has held roles at Lpl Financial LLC (Formerly: Linsco Private Ledger), Waterstone Private Wealth Management, Cwm, LLC and Cetera Advisor Networks LLC. Hasty-Grant holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma and Texas. Cwm, LLC is an advisory business operating out of Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in assets under management across its 96,956 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in investable assets. Cwm, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on the type of services. Fees 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
Melanie Hasty-Grant Work History
Melanie has been registered as a financial advisor for 7 years.*
Cetera Advisor Networks LLC
Cwm, LLC
Waterstone Private Wealth Management
Lpl Financial LLC (Formerly: Linsco Private Ledger)
*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 Melanie Hasty-Grant 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
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Houston, TX
Omaha, NE
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Vincennes, IN
Omaha, NE
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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