Jeremy
Weller
Cwm, LLC
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About this Advisor
Jeremy Weller is a financial advisor operating out of Green Bay, Wisconsin, with 5 years of relevant experience. Weller currently works for Cwm, LLC. Over the course of their career, Weller has held roles at Cambridge Investment Research Inc, Cambridge Investment Research Advisor Inc, Carson Group Partners, Heritage Financial Partners LLC Dba Heritage Financial, Notary Public, Cetera Advisor Networks, Cwm, LLC and Morgan Stanley Smith Barney. Weller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Wisconsin. Cwm, LLC is a financial advisory firm that has its headquarters in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 financial advisors. It manages $20 billion in total assets across its 96,956 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by Cwm, LLC most 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
Jeremy Weller Work History
Jeremy has been registered as a financial advisor for 5 years.*
Carson Group Partners
Cetera Advisor Networks
Cwm, LLC
Heritage Financial Partners LLC Dba Heritage Financial
Notary Public
Cambridge Investment Research Inc
Cambridge Investment Research Advisor Inc
Morgan Stanley Smith Barney
*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 Jeremy Weller 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
Omaha, NE
Nevada, MO
Omaha, NE
Omaha, NE
Doylestown, PA
Vincennes, IN
Sioux Falls, SD
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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