Camille Koppenberg, financial advisor Ferndale WA
90 score

Camille Koppenberg

CRD Number: 5892355
Current Firm: Cwm, LLC

Camille Koppenberg (CRD# 5892355) is an Investment Advisor Representative working at Cwm, LLC in Ferndale, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Ferndal, WA Sep 2015 - Current 1
Lpl Financial LLC Bellingham, WA Jul 2013 - Current 3
Key Bank Bellingham, WA Jun 2013 - Jun 2013 < 1
Unemployed Bellingham, WA Feb 2013 - Jun 2013 < 1
Edward Jones St Louis, MO Dec 2012 - Feb 2013 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2011 - Oct 2012 1
Wells Fargo Phoenix, AZ Nov 2010 - Jan 2011 < 1
The Spice Hut Corporation Bellingham, WA Jul 2007 - Oct 2010 3
Wells Fargo Lewiston, ID Mar 2010 - Jul 2010 < 1
Daily's Bakery Asotin, WA Feb 2010 - Apr 2010 < 1
Western Washington University Bellingham, WA Jul 2005 - Mar 2010 4
Shuksan Golf Course Bellingham, WA Jun 2008 - Sep 2008 < 1
Payless Shoesource Bellingham, Wa, WA Dec 2006 - Jul 2007 < 1
World Wide Shore Services Seattle, WA Jun 2006 - Sep 2006 < 1
Northwestern Financial Services Seattle, WA Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Camille J. Koppenberg
Phone Number: 402-330-0808
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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