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Christina Alexis Ward

CWM, LLC

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About Christina Alexis Ward

Christina Alexis Ward is a financial advisor who is currently registered with CWM, LLC. Christina is licensed in Pennsylvania, and has been in the financial services industry for over 20 years. Christina has experience working with individual clients, corporations, and pension plans. Prior to working at CWM, LLC, Christina worked for LPL FINANCIAL LLC and Invest Financial Corporation.

Firm Information

Christina Ward 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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Christina Ward’s Registration & Firm History

NE

04/19/2022 - Present

CWM, LLC (OMAHA NE)

PA

02/14/2018 - 05/09/2022

LPL FINANCIAL LLC (CARLISLE PA)

PA

10/19/2009 - 02/14/2018

INVEST FINANCIAL CORPORATION (CARLISLE PA)

PA

05/06/2003 - 10/08/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (SHIPPENSBURG PA)

PA

02/04/2002 - 04/30/2003

T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)

SC

03/14/2001 - 02/20/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 10/12/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Alexis Ward.
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