Triston
Hasty-Grant
Cwm, LLC
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About this Advisor
Triston Hasty-Grant is a financial advisor working in Owasso, Oklahoma with a total of 3 years of industry experience. Hasty-Grant works at Cwm, LLC. Hasty-Grant has gained experience at Oklahoma State University, Farmers Insurance, Cwm, Dba Carson Partners, Cetera Advisor Networks and Owasso High School. Hasty-Grant holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Cwm, LLC is a firm based out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 people on staff. It controls $20 billion in assets under management between its 96,956 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Cwm, LLC provides a number 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 fees largely vary depending on the type of services offered. However, fees charged by Cwm, LLC likely 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
Triston Hasty-Grant Work History
Triston has been registered as a financial advisor for 3 years.*
Cetera Advisor Networks
Cwm, Dba Carson Partners
Cetera Advisor Networks
Farmers Insurance
Oklahoma State University
Owasso High School
*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 Triston Hasty-Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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