Benjamin Hewlett (CRD# 6859052) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 4 years of experience in the finance industry. Benjamin Hewlett 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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Apr 2020 - Current | 4 |
| Signal Wealth Advisors | Centerville, UT | Feb 2020 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Apr 2020 - Oct 2023 | 3 |
| Wealth Navigation Advisors | Centerville, UT | Apr 2019 - Mar 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Provo, UT | Nov 2018 - Apr 2019 | < 1 |
| Travis Vongsawad | Provo, UT | Nov 2017 - Apr 2019 | 1 |
| Travis Vongsawad | Provo, UT | Sep 2017 - Apr 2019 | 1 |
| Rcm Investments | Provo, UT | Feb 2017 - Sep 2017 | < 1 |
| Alliance Health | Orem, UT | Mar 2015 - Feb 2017 | 1 |
| Missionary Mall | Orem, UT | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- UT
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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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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