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 8 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||4|
|Carson Wealth Management Group||Omaha, NE||Apr 2013 - Current||4|
|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
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.