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Stephanie Marie Lee

CWM, LLC

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About Stephanie Marie Lee

Stephanie Marie Lee is an Investment Advisor Representative at CWM, LLC. Stephanie has been in the financial services industry since 2012. She is registered with the state of Wisconsin. Stephanie has a Series 65 license and is a Certified Financial Planner. Stephanie has experience in providing financial planning and portfolio management services to individuals and businesses. Stephanie is passionate about helping her clients achieve their financial goals. Stephanie currently has a branch location at 2021 S Webster Ave, Green Bay, WI 54301.

Firm Information

Stephanie Lee 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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Stephanie Lee’s Registration & Firm History

WI

12/21/2020 - Present

CWM, LLC (Green Bay WI)

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Licenses & Designations

IA

Issued 12/21/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Marie Lee.
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