Valen Permann (CRD# 6847291) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 6 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Jul 2020 - Current | 3 |
| Financial Management, Inc. | Yakima, WA | Aug 2019 - Current | 4 |
| Fidelity Investments | American Fork, UT | Aug 2017 - Jul 2019 | 1 |
| Rev 6 Powersports | Springville, UT | May 2017 - Aug 2017 | < 1 |
| Ready Gunner | Orem, UT | Sep 2016 - Apr 2017 | < 1 |
| Riverside Country Club | Provo, UT | Sep 2015 - Nov 2016 | 1 |
| Stars Talent Studio | Sandy, UT | Nov 2015 - Aug 2016 | < 1 |
| Gorgoza Park | Park City, UT | Jan 2016 - Apr 2016 | < 1 |
| Swig | Provo, UT | Aug 2015 - Sep 2015 | < 1 |
| American Medical Response | Yakima, WA | Apr 2014 - Jul 2015 | 1 |
| Yakima Country Club | Yakima, WA | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- WA
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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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