Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paul Spitzer-fox is a registered investment advisor representative with CWM, LLC. Andrew Paul Spitzer-fox has been in the financial services industry for over 4 years and has experience in the investment management field. Andrew Paul Spitzer-fox has been registered with the state of Missouri since January 2, 2025. CWM, LLC is a financial advisory firm based in Omaha, Nebraska, with a branch office in Saint Joseph, Missouri. The firm provides financial planning and portfolio management services 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
01/02/2025 - Present
CWM, LLC (OMAHA NE)
Active
Inactive
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