Teresa MilnerCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|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|
Total Assets Under Management3,126MILLIONS
Total Number of Accounts14,804ACCOUNTS
Average Account Value$211,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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