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Mark O'neal Stinson

CWM, LLC

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About Mark O'neal Stinson

Mark O'neal Stinson is a financial advisor with Carson Wealth, a registered investment advisor (RIA) firm based in Omaha, NE. Mark has over 20 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 securities licenses. Mark previously worked at AXA Advisors, LLC in New York, NY from 2002 to 2004 and Baltimore-Washington Financial Advisors, Inc. in Columbia, MD. Mark is a trustee on the board of directors of the Community Foundation of Howard County, MD. Mark provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Mark also provides sub-advisory services for other investment advisory firms.

Firm Information

Mark Stinson 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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Mark Stinson’s Registration & Firm History

MD

08/21/2023 - Present

CWM, LLC (Columbia MD)

NY

07/03/2002 - 07/16/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark O'neal Stinson.
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