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Timothy Frederick Fisher

CWM, LLC

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About Timothy Frederick Fisher

Timothy Frederick Fisher is an investment advisor representative with CWM, LLC and has been in the industry for over 25 years. Timothy is also an active Investment Advisor Representative (IAR) with CWM, LLC in Chester, Vermont, and Omaha, Nebraska. Previously, Timothy was registered with Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Timothy is a Certified Financial Planner and holds the Series 63, Series 65, Series 7, and Series 31 licenses. Timothy is also the owner of Fisher Financial Services and PKS Financial Services.

Firm Information

Timothy Fisher 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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Timothy Fisher’s Registration & Firm History

VT

01/31/2024 - Present

CWM, LLC (Chester VT)

NH

04/21/2011 - 01/22/2024

PURSHE KAPLAN STERLING INVESTMENTS (Hanover NH)

NH

06/01/2009 - 05/03/2011

MORGAN STANLEY SMITH BARNEY (LEBANON NH)

NH

12/12/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LEBANON NH)

CT

04/09/1996 - 12/21/2005

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 07/15/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 03/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Frederick Fisher.
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