Teresa Sanders (CRD# 5226819) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry. Teresa Sanders 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# 3207183
Morgan Stanley
CRD# 1084652
Avantax Advisory Services
CRD# 5422664
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Jan 2022 - Current | 2 |
| Carson Wealth Management | Highlands Ranch, CO | Jan 2022 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2022 - Current | 2 |
| Gps Wealth Strategies Group, LLC | Centennial, CO | Jan 2017 - Dec 2021 | 4 |
| Lpl Financial LLC | Centennial, CO | Sep 2010 - Dec 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- CO
- TX
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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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