Timothy
Parsley
Cwm, LLC
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About this Advisor
Timothy Parsley is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Timothy has previously held positions at Edward Jones Investments, Doordash, Navy Federal Credit Union Via Aerotek, Vision Financial Group, Walmart, Outback Steakhouse, Peg Leg Pete's, Liberty University, Chipotle, Edward Jones, Cwm, LLC, Chessman Wealth Strategies, and Chem-Pro Lawns, Inc. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Timothy is part of Cwm, LLC, which operates out of Omaha, Nebraska. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Timothy Parsley Work History
Chessman Wealth Strategies
Cwm, LLC
Edward Jones
Chessman Wealth Strategies
Edward Jones Investments
Doordash
Navy Federal Credit Union Via Aerotek
Vision Financial Group
Walmart
Outback Steakhouse
Peg Leg Pete'S
Chipotle
Peg Leg Pete'S
Liberty University
Chem-Pro Lawns, Inc
Disclosures
Please visit the SEC profile of Timothy Parsley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Bethesda, MD
Hastings, NE
Sioux Falls, SD
Omaha, NE
Omaha, NE
Pittsburgh, PA
Tyler, TX
Scottsdale, AZ
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