Rachel Kramarchuk (CRD# 7299337) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Carson Wealth | Highland Ranch, CO | Mar 2024 - Current | < 1 |
Cwm, LLC | Omaha, NE | Dec 2023 - Current | < 1 |
Carson Wealth | Highlands Ranch, CO | Jul 2022 - Mar 2024 | 1 |
Colton Alexander | Westlake, OH | Aug 2020 - Jul 2022 | 1 |
Courtyard And Towneplace Suites | Middleburg, OH | Oct 2019 - Jul 2020 | < 1 |
Full-time Education | Westlake, OH | Aug 2018 - Sep 2019 | 1 |
Hyatt Regency | Westlake Village, CA | Jan 2014 - Jul 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CO
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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