Teresa Milner, financial advisor Omaha NE
93 score

Teresa Milner

CRD Number: 5599444
Current Firm: Cwm, LLC

Teresa Milner (CRD# 5599444) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Omaha, NE May 2013 - Current 3
Carson Wealth Management Group Omaha, NE Apr 2013 - Current 3
Principal Life Ins Co Omaha, NE May 2012 - Apr 2013 < 1
Princor Financial Services Corp Omaha, NE May 2012 - Apr 2013 < 1
Multi-financial Securities Corporation Denver, CO Feb 2011 - May 2012 1
Illuminate Financial Grp Omaha, NE Sep 2009 - May 2012 2
Self Employed Council Bluffs, IA Nov 2004 - May 2012 7
Qa3 Financial Corp Omaha, NE Sep 2008 - Feb 2011 2
Np Dodge Omaha, NE May 2008 - Sep 2009 1
Metro Magazine Omaha, NE May 2006 - Sep 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Teresa E. Milner
Phone Number: 402-330-0808
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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