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Emily Nichole Barrios

CWM, LLC

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About Emily Nichole Barrios

Emily Barrios is a Registered Investment Advisor Representative in Florida with over 5 years of experience in the industry. Emily is currently affiliated with CWM, LLC DBA Ogden Wealth, LLC, a firm headquartered in Omaha, Nebraska. Prior to her current role, Emily worked for both Cetera Advisor Networks LLC and Summit Brokerage Services, Inc. She has a Series 7 and Series 66 license, and holds the SIE exam. Emily works with a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Emily provides financial planning, portfolio management, and selection of other advisors services.

Firm Information

Emily Barrios 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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Emily Barrios’s Registration & Firm History

FL

05/29/2020 - Present

CWM, LLC (Maitland FL)

FL

09/20/2019 - 06/01/2020

CETERA ADVISOR NETWORKS LLC (ORLANDO FL)

FL

10/04/2018 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 03/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Nichole Barrios.
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