Leslie Schroeder, financial advisor Hastings NE

Leslie Schroeder

CRD Number: 5940951
Current Firm: Cwm, LLC

Leslie Schroeder (CRD# 5940951) is an Investment Advisor Representative working at Cwm, LLC in Hastings, NE and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE Nov 2023 - Current < 1
Oakeson Steiner Wealth & Retirement Hastings, NE Jul 2011 - Current 12
Onedigital Investment Advisors Hastings, NE Mar 2014 - Jan 2024 9
Lpl Financial LLC Hastings, NE Jul 2011 - Jan 2017 5
Osl, Inc Dba Oakeson, Steiner & Lindsteadt Hastings, NE Jun 2011 - Nov 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Leslie J. Schroeder
Phone Number: 402-330-0808
Registered State(s):
  • NE
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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