Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Trimble is a financial advisor with CWM, LLC, a firm headquartered in Omaha, NE. Grant has been in the industry for over 18 years and has experience working with clients across a range of asset classes. Grant also has a background working with LPL Financial, Cetera Advisors, Wells Fargo Advisors, RBC Dain Rauscher, and Northwestern Mutual. He offers a wide range of services to help clients manage their financial goals, including financial planning, portfolio management, and selection of other advisors. Grant's experience and expertise make him a valuable resource for individuals and families seeking to achieve their financial objectives.
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
1
2
NE
01/05/2022 - Present
CWM, LLC (OMAHA NE)
KS
05/06/2013 - 10/10/2019
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
06/09/2009 - 05/07/2013
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
05/15/2007 - 06/24/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OVERLAND PARK KS)
KS
05/28/2004 - 05/30/2007
RBC DAIN RAUSCHER INC. (LEAWOOD KS)
WI
07/16/2001 - 12/06/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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