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Christina Hester Snyder

Cwm, LLC

Omaha, NE

Cockeysville, MD

CRD 6667445

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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-08-13
  • MD RA
    APPROVED
    Since 2020-08-13

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

4 North Park Drive, Ste. 402, Cockeysville, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Insurance Horsham PA 06/2016 08/2020
Hornor Townsend & Kent Inc Horsham PA 06/2016 08/2020
Cwm, Llc Omaha NE 08/2020 Present
Jacob William Advisory Cockeysville MD 08/2020 06/2025
Jacob William Advisory Cockeysville MD 06/2025 Present
  • 06/2016 → 08/2020
    Penn Mutual Life Insurance
    Horsham, PA
  • 06/2016 → 08/2020
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 08/2020 → Present
    Omaha, NE
  • 08/2020 → 06/2025
    Jacob William Advisory
    Cockeysville, MD
  • 06/2025 → Present
    Jacob William Advisory
    Cockeysville, MD
Previous Registrations
Other Businesses

NAME OF BUSINESS: COLLABORATIVE PROFESSIONALS OF BALTIMORE NATURE: SERVICE INDUSTRY START: 2/1/2018 POSITION: Member APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: DUTIES: MEMBER OF CPB, ATTEND EVENTS, SPEAKER DISCUSSING PROFESSIONAL TOPICS, SUCH AS FINANCIAL AND TAX ISSUES IN DIVORCE. WORK CASES WITH PROFESSIONALS SERVE AS NEUTRALIST. NAME OF BUSINESS: The Shoals Condominium NATURE: Association START: 9/1/2019 POSITION: Treasurer APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Pay bills & update financials NAME OF BUSINESS: Women in Insurance & Financial Services (WIFS) NATURE: Provide Professional Development START: 1/1/2020 POSITION: Co-President APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 10% DUTIES: Attract, develop and advance women in their professional careers FIXED INSURANCE NATURE: Insurance START: 8/1/2020 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC\ NAME OF BUSINESS: AA Collaborative Group NATURE: Collaborative group START: 9/1/2023 POSITION: Treasurer APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 10 DUTIES: Keeping track of the dues, paying for lunches, and reconciling the banking account. Also, as a member, I'll be attending meeting and supporting our mission.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-25
  • S63 Uniform Securities Agent State Law Examination
    2016-08-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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