Tammy Lee Ann Breitenbach

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → Present
  Catalyst Partners, Inc
  Kansas City, MO
• 05/2018 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2008-12-05 → 2018-05-29
  Paragon Capital Management Llc
  Overland Park, KS

Other Businesses

CATALYST PARTNERS, INC. POSITION: OWNER AND PRESIDENT. 310 WEST 49TH ST. #708 KANSAS CITY, MO 64112. NOT INVESTMENT RELATED. START DATE FEBRUARY 2008. NATURE OF BUSINESS: STRATEGIC BUSINESS CONSULTING AND BUSINESS DEVELOPMENT PLANNING FOR SMALL AND MEDIUM SIZED BUSINESSES, DEVOTE 30 HOURS PER WEEK TO BUSINESS, 20 DURING TRADING HOURS. DUTIES: CONSULT BUSINESS ON CUSTOMER ACQUISITION AND RETENTION METHODS, BUSINESS POSITIONING, MARKETING, AND OPERATIONAL EFFICIENCY.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-04

Other Names

• Tammy Lee Ann Breitenbach
• Tammy Lee Ann Breitenbach