linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karen Marie Scheffner

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karen? Claim Your Profile

About Karen Marie Scheffner

Karen Scheffner is a financial advisor with over 13 years of experience in the industry. Karen is currently registered with CWM, LLC DBA CARSON PARTNERS, where she has been since January 2025. Karen also works at RANDALL & POBAR, LLC, a financial services firm, where she serves as a Senior Operations Associate. Prior to her current role, Karen was registered with PRINCIPAL SECURITIES, INC. and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Karen holds the Series 66, SIE, and Series 7 licenses and specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisers. Karen is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Karen Scheffner 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karen Scheffner’s Registration & Firm History

WI

01/21/2025 - Present

CWM, LLC (Mount Pleasant WI)

WI

10/04/2016 - 03/23/2021

PRINCIPAL SECURITIES, INC. (MT PLEASANT WI)

WI

06/16/2009 - 08/30/2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED (RACINE WI)

Not sure if Karen Marie Scheffner is right for you?

Licenses & Designations

BOTH

Issued 07/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Marie Scheffner.
Not sure if Karen Marie Scheffner is right for you?