Morgan
Snow

Cwm, LLC

CRD#6887126
Investment Advisor
in Centerville, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Morgan Snow is an advisor based in Centerville, Utah. Currently a registered investment advisor at Cwm, LLC, they have accrued 10 years of experience as a registered advisor. Snow maintains a Series 65 license, qualifying them as an investment advisor representative. Snow can serve clients based out of Utah. Their career trajectory has included roles at Sportsplex, Sleekfitness and Signal Wealth Advisors. Cwm, LLC is headquartered in Centerville, Utah, and has 123 other brick-and-mortar locations throughout the nation. As a company, Cwm, LLC manages $12 billion in assets throughout 58,973 accounts and retains more than 424 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Cwm, LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

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

520 N Marketplace Drive, Ste 200
Centerville, UT 84014

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

UT Average: 226
Total Number of Accounts

58,973

UT Average: 7,467
Average Account Size

$201,737

UT Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Morgan Snow Work History

Morgan has 10 years of experience.

2017 - Present (5 years)

Signal Wealth Advisors

2014 - Present (8 years)

Sleekfitness

2010 - 2014 (4 years)

Sportsplex

Disclosures

Morgan Snow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Shayla Kriha
Omaha, NE
Christopher Tobey
Holliston, MA
Aaron Schaben
Omaha, NE
James Caldwell
Omaha, NE
Sam Wilkerson
Atlanta, GA
Zachary Reeg
Omaha, NE
Carla Stirling
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started