Gregory
Gaynier
Cwm, LLC
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About this Advisor
Gregory Gaynier is a financial advisor based in Austin, Texas, working with Cwm, LLC. Gregory has previously held positions at Financial Telesis Inc, Retirement Plan Solutions LLC, 401K Advisors Inc, Nfp Advisor Services, LLC, Strategic Retirement Partners, Kestra Financial Services, Inc, Sigma Financial Corporation, Spc, Cwm, LLC, Collective Advisors, and Cetera Advisor Networks. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Cwm, LLC, which operates out of Austin, Texas. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Gregory Gaynier Work History
Cwm, LLC
Collective Advisors
Cetera Advisor Networks
Sigma Financial Corporation
Spc
Strategic Retirement Partners
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
401K Advisors Inc
Financial Telesis Inc
Retirement Plan Solutions LLC
Disclosures
Please visit the SEC profile of Gregory Gaynier 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
Green Bay, WI
Sioux Falls, SD
Omaha, NE
Omaha, NE
Foxboro, MA
Fort Atkinson, WI
Hastings, NE
Pittsburgh, PA
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