Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Engelbart is a financial advisor with CWM, LLC in Omaha, Nebraska. Grant is also registered with Carson Group Investing. Grant has been in the financial services industry since November 2009. Grant specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Grant is a Chartered Financial Analyst. He holds the Series 65 Uniform Investment Adviser Law Examination.
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
08/16/2023 - Present
CWM, LLC (Omaha NE)
IA
Issued 12/01/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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