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Shanna Jean Kehoe

CWM, LLC

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About Shanna Jean Kehoe

Shanna Jean Kehoe is a wealth advisor with CWM, LLC. Shanna has been in the financial industry for over 18 years. Shanna's experience spans several firms including LPL Financial LLC, First Allied Securities, Inc., New England Securities, and MML Investors Services, Inc. Shanna has a strong background in financial planning and portfolio management. Shanna is registered to provide investment advisory services in Iowa, Nevada and Texas. Shanna is also an insurance agent and has experience in commercial real estate.

Firm Information

Shanna Kehoe 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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Shanna Kehoe’s Registration & Firm History

NV

10/18/2019 - Present

CWM, LLC (Las Vegas NV)

NV

10/18/2019 - 12/31/2022

CETERA ADVISOR NETWORKS LLC (LAS VEGAS NV)

NV

05/08/2018 - 10/18/2019

FIRST ALLIED SECURITIES, INC. (LAS VEGAS NV)

NV

10/14/2014 - 06/06/2018

LPL FINANCIAL LLC (LAS VEGAS NV)

NV

06/17/2008 - 11/13/2014

NEW ENGLAND SECURITIES (LAS VEGAS NV)

NV

01/13/2004 - 07/03/2008

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 03/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shanna Jean Kehoe.
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