Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Grace Bearden is a financial advisor registered with the state of Nebraska and California. Amanda is a Certified Financial Planner and currently works for CWM, LLC. Amanda has been in the financial services industry since 2019, and has worked for a variety of organizations including the YMCA of The Rockies, Outside Magazine, Lifetime Fitness, Franklin Juice, TGA Premier Sports, and Carson Group. Amanda specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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NE
06/05/2023 - Present
CWM, LLC (OMAHA NE)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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