Stephanie Marie Knapp
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cwm, LLCMay 2022 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Cwm, LLC dba Carson Group HoldingsApr 2022 to now
- Cwm, LLC dba Carson PartnersApr 2022 to now
- Securities America AdvisorsNov 2019 to Apr 2022
- Securities America, Inc.Aug 2018 to Apr 2022
- TD AmeritradeDec 2016 to Aug 2018
- NelnetMar 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6739121
- Firm CRD
- 155344