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Kimberly Rae Reed

CWM, LLC·OMAHA, Nebraska
Unclaimed Profile
14600 BRANCH ST., OMAHA, NE 68154CRD# 6354130Firm CRD# 155344
01

About

Kimberly Rae Reed is a registered financial advisor based in OMAHA, Nebraska, affiliated with CWM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CWM, LLC
CWM, LLC
AUM
$26.8B
Regulatory assets under management
Employees
1111
Total firm employees
View all advisors at CWM, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 6354130
Firm CRD# 155344
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Rae Reed offer?
Kimberly Rae Reed specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Kimberly Rae Reed's credentials?
Kimberly Rae Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Rae Reed located?
Kimberly Rae Reed is based in OMAHA, Nebraska, working with CWM, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Kimberly Rae Reed charge for services?
Kimberly Rae Reed's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWM, LLC?
CWM, LLC has approximately 1111 employees and manages $26.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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