linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amber Beth Koutny

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amber? Claim Your Profile

About Amber Beth Koutny

Amber Beth Koutny is a financial professional with over 20 years of experience in the financial services industry. She is registered with the state of Iowa as an Investment Advisor Representative and is also a Series 66 and Series 7TO licensed professional. Amber is currently employed with CWM, LLC DBA Carson Wealth and works in both the Cedar Rapids, IA and Omaha, NE offices. Amber's focus is on providing a wide range of financial planning services to individuals, families, and businesses. Amber Beth Koutny has worked with a variety of firms throughout her career including Linn Area Credit Union, Cetera Advisor Networks LLC and Galt Wealth Partners. Amber Beth Koutny offers financial planning, portfolio management, and sub-advisory services to her clients.

Firm Information

Amber Koutny is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amber Koutny’s Registration & Firm History

IA

08/06/2024 - Present

CWM, LLC (Cedar Rapids IA)

Not sure if Amber Beth Koutny is right for you?

Licenses & Designations

BOTH

Issued 06/17/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amber Beth Koutny.
Not sure if Amber Beth Koutny is right for you?