Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Bornhoft is an investment advisor representative with CWM, LLC and has been in the industry since June 30, 2005. Jeff is registered with the state of Nebraska and holds Series 3, 4, 7, 24, 63, and 66 licenses. Jeff's previous experience includes roles at TD Ameritrade, Inc., and Ameritrade, Inc. Jeff has also worked as an investment advisory representative for Carson Wealth Management Group, Carson Group Partners and Carson Group, providing portfolio management, financial planning, estate planning, and additional advisory services.
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
01/19/2017 - Present
CWM, LLC (OMAHA NE)
NE
04/22/2006 - 07/19/2016
TD AMERITRADE, INC. (OMAHA NE)
NE
01/01/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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