Denise
Talbert

Cwm, LLC

CRD#5527808
Investment Advisor
in Omaha, NE

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About this Advisor

Denise Talbert is a financial advisor based in Omaha, Nebraska with a total of 2 years of relevant experience. Talbert is on the advisory team at Cwm, LLC. During their career, the advisor has held roles at Bain Wealth Mgmt Group/Ing Fin Partners, Purshe Kaplan Sterling Investments, Bain Wealth Management, Voya Financial Advisors, Cetera Advisor Networks and Cwm, LLC. Talbert maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Cwm, LLC is a registered investment company operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It controls $20 billion in assets under management among its 96,956 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. Cwm, LLC offers a number 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 usually are based on which service is provided. Fee types charged by Cwm, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

NE Average: $1,978,216,465
Total Number of Employees

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Denise Talbert Work History

Denise has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cwm, LLC

2021 - Present (3 years)

Bain Wealth Management

2020 - 2021 (1 year)

Bain Wealth Management

2020 - 2021 (1 year)

Cetera Advisor Networks

2015 - 2020 (5 years)

Purshe Kaplan Sterling Investments

2013 - 2015 (2 years)

Voya Financial Advisors

2006 - 2015 (9 years)

Bain Wealth Mgmt Group/Ing Fin Partners

*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 Denise Talbert 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

Jonathan Moyer
Doylestown, PA
Grant Trimble
Omaha, NE
Daniel Adams
Kennewick, WA
Randy Harrison
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Timothy Avila
Yuma, AZ
Benjamin Rosholt
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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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.

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