Mark Bain (CRD# 3139332) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 24 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jun 2020 - Current | 3 |
| Cwm, Llc Dba Carson Partners | Salem, OR | Jun 2020 - Current | 3 |
| Dba Bain Wealth Management | Salem, OR | May 2020 - Current | 3 |
| Bain Wealth Management Group, LLC | Salem, OR | Sep 2015 - Jul 2020 | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2015 - Jun 2020 | 4 |
| Voya Financial Advisors | Salem, OR | Jan 2002 - Sep 2015 | 13 |
| Ing Financial Partners, Inc. | Salem, OR | Jan 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- OR
- TX
-
Total Assets Under Management19,944MILLIONS
-
Total Number of Accounts96,956ACCOUNTS
-
Average Account Value$205,697
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.