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Jeffrey Paul Fattig

CWM, LLC

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About Jeffrey Paul Fattig

Jeffrey Fattig is a financial professional with over 16 years of experience in the financial services industry. He is registered with the state of Texas as an Investment Advisor Representative and has a Series 6, Series 7, and Series 66 securities license. Jeffrey is a Certified Financial Planner™ professional and has worked at CWM, LLC since 2014. Previously, Jeffrey was associated with LPL Financial LLC and Cetera Advisor Networks LLC. Jeffrey offers financial planning and portfolio management services to individuals, businesses, and pension plans.

Firm Information

Jeffrey Fattig 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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Jeffrey Fattig’s Registration & Firm History

TX

06/13/2014 - Present

CWM, LLC (Lake Jackson TX)

TX

01/17/2017 - 08/13/2021

CETERA ADVISOR NETWORKS LLC (LAKE JACKSON TX)

TX

08/24/2005 - 01/19/2017

LPL FINANCIAL LLC (LAKE JACKSON TX)

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Licenses & Designations

BOTH

Issued 01/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Paul Fattig.
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