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Anna Marie Fagan

CWM, LLC

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About Anna Marie Fagan

Anna Marie Fagan is a wealth advisor who has been in the financial industry since 2002. Anna Marie is currently registered with CWM, LLC, where she provides investment advisory services, including portfolio management, financial planning, and estate planning. Prior to joining CWM, LLC, Anna Marie was a wealth advisor with INFINEX INVESTMENTS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. She holds Series 7, 31, and 66 licenses.

Firm Information

Anna Fagan 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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other

Solicitor fees from other investment advisors

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Anna Fagan’s Registration & Firm History

NC

11/27/2023 - Present

CWM, LLC (Raleigh NC)

MD

11/12/2009 - 06/02/2020

INFINEX INVESTMENTS, INC. (WALDORF MD)

MD

03/24/2006 - 11/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)

MD

04/02/2003 - 03/28/2006

MORGAN STANLEY DW INC. (ANNAPOLIS MD)

NY

07/26/2002 - 03/24/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Marie Fagan.
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