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Texanna Stallwitz

CWM, LLC

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About Texanna Stallwitz

Texanna Stallwitz is an investment advisor representative associated with CWM, LLC, a registered investment advisor. Texanna has been in the securities industry for over 5 years, primarily working in the financial services sector. Texanna is registered with the state of Texas as an Investment Advisor Representative. Texanna is also a licensed Series 63 and 65 representative and has passed the Series 6TO and SIE exams. Texanna has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.

Firm Information

Texanna Stallwitz 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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Texanna Stallwitz’s Registration & Firm History

TX

07/24/2024 - Present

CWM, LLC (Amarillo TX)

TX

04/06/2023 - 07/25/2024

PLANMEMBER SECURITIES CORPORATION (Amarillo TX)

TX

06/13/2019 - 09/27/2021

PLANMEMBER SECURITIES CORPORATION (Amarillo TX)

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Licenses & Designations

IA

Issued 07/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Texanna Stallwitz.
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