TrueAdvisor
TrueAdvisor
AF
AF

Abigail Rexanne Funk

Cwm, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Cwm, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee

Location

14600 Branch St., Omaha, NE, 68154

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cwm, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Avery Wealth, INC.
August 2023 - December 2024 · 1 yr 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.