Iker
Pimienta

Cwm, LLC

CRD#6991968
Investment Advisor
in Spring, TX

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About this Advisor

Iker Pimienta is a financial advisor working in Spring, Texas, who has been in the financial industry for 10 years. Pimienta is an employee of Cwm, LLC. Throughout their career, they have worked at University Of Texas At Austin, Chuy'S Inc, Vector, John Cooper High School, Axa Advisors, LLC, Cetera Advisor Networks and Cwm, Dba Carson Group Partners. Pimienta maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Cwm, LLC is a registered investment business operating out of Spring, Texas. The firm has offices in 123 locations and a total of 424 employees. It handles $12 billion in assets across its 58,973 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 58,973 customer accounts, 15% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services are offered. However, fees billed by Cwm, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Disclosures

No

Office Location

1780 Hughes Landing Suite 570
Spring, TX 77380

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

TX Average: 226
Total Number of Accounts

58,973

TX Average: 7,467
Average Account Size

$201,737

TX Average: $264,928

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Investment Advisory Services

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

Iker Pimienta Work History

Iker has 10 years of experience.

2019 - Present (3 years)

Cetera Advisor Networks

2019 - Present (3 years)

Cwm, Dba Carson Group Partners

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Chuy'S Inc

2014 - 2018 (4 years)

University Of Texas At Austin

2014 - 2016 (2 years)

Vector

2010 - 2014 (4 years)

John Cooper High School

Disclosures

Iker Pimienta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Clark Mcdonald
Wichita, KS
Jonathan Mullins
Johnson City, TN
Hussein Elgohary
Omaha, NE
Patrick Healy
Norwell, MA
Zachary Reeg
Omaha, NE
Mitchell Kawamoto
Albuquerque, NM
Carla Stirling
Omaha, NE
Jaclyn Hissick
Milldale, CT

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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