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Steven Bradley Anderson

CWM, LLC

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About Steven Bradley Anderson

Steven Bradley Anderson is a financial advisor with CWM, LLC, with over 15 years of experience in the financial services industry. Steven is a Certified Financial Planner™ professional and has Series 7 and Series 66 licenses. Steven has previously worked at LPL FINANCIAL LLC and MML INVESTORS SERVICES, INC. Steven holds a California Investment Advisor Representative registration. CWM, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). CWM, LLC is a fee-based firm that provides advisory services to individuals, businesses, and institutions. Steven specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Steven Anderson 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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Steven Anderson’s Registration & Firm History

CA

01/02/2019 - Present

CWM, LLC (Sacramento CA)

CA

11/06/2008 - 05/25/2012

LPL FINANCIAL LLC (DAVIS CA)

CA

08/23/2006 - 11/07/2008

MML INVESTORS SERVICES, INC. (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 09/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Bradley Anderson.
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