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Connie Perrin Lieux

CWM, LLC

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About Connie Perrin Lieux

Connie Lieux is a registered representative with CWM, LLC doing business as Carson Partners. Connie is a financial advisor providing financial planning and investment management advice. Connie has experience in the financial services industry since 2017 and holds various licenses including Series 66, Series 7, and Series 10. Connie is also a board member for SJA Mothers' Club and Baton Rouge Ballet Theatre Guild Steering Committee.

Firm Information

Connie Lieux 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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Connie Lieux’s Registration & Firm History

NE

03/13/2023 - Present

CWM, LLC (OMAHA NE)

LA

09/08/2017 - 03/16/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)

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Licenses & Designations

BOTH

Issued 10/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/20/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connie Perrin Lieux.
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