Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Zlomke is a financial advisor associated with CWM, LLC. Kevin has been a financial advisor for over 13 years and has experience working with individuals, high-net-worth individuals, corporations or other businesses, and pension and profit sharing plans. He is a registered Investment Advisor Representative in Nebraska.
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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2
NE
03/25/2019 - Present
CWM, LLC (OMAHA NE)
NE
01/16/2006 - 01/31/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
IA
Issued 11/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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