Zainab Gandhi, financial advisor Omaha NE

Zainab Gandhi

CRD Number: 5484679
Current Firm: Cwm, LLC

Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 15 years of experience in the finance industry. Zainab Gandhi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Cwm, Llc Dba Carson Wealth-the Shobe Financial Group Baton Rouge, LA Mar 2023 - Current 1
Cwm, Llc Dba Carson Group Holdings Baton Rouge, LA Mar 2023 - Current 1
Cwm, Dba Carson Partners - Crd # 155344 Baton Rouge, LA Mar 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Mar 2023 - Current 1
Allied Shipping And Chemicals LLC Baton Rouge, LA Nov 2022 - Current 1
Gifted Homezz LLC Houston, TX Aug 2019 - Current 4
Shobe & Associates, Inc. - The Shobe Financial Group Baton Rouge, LA Jan 2008 - May 2023 15
Financial Benefits, Inc. Baton Rouge, LA Jan 2008 - May 2023 15
Raymond James Financial Services, Inc. Baton Rouge, LA Nov 2008 - Mar 2023 14
Shobe & Associates, Inc. Baton Rouge, LA Jan 2008 - Mar 2023 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for Zainab M. Gandhi
Phone Number: 402-330-0808
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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