Samantha Cornelius Gabbard

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 05/2020
  Dewey's Pizza
  Crestview Hills, KY
• 01/2018 → 06/2018
  University Of Kentucky
  Lexington, KY
• 08/2018 → 10/2018
  First Watch
  Lexington, KY
• 03/2019 → 06/2019
  Drake's
  Lexington, KY
• 07/2019 → 06/2021
  Yard House
  Cincinnati, OH
• 09/2020 → 05/2021
  First Financial Bank
  Cincinnati, OH
• 06/2021 → 09/2022
  Ffr Wealth Team
  Covington, KY
• 09/2022 → 02/2026
  Ffr Wealth Team
  Covington, KS
• 09/2022 → 02/2026
  Cwm, Llc
  Omaha, NE
• 03/2026 → Present
  Allworth Financial
  Blue Ash, OH

Previous Registrations

• 2021-11-11 → 2022-11-29
  Cwm, Llc
  Omaha, NE
  Covington, KY

Other Businesses

Savvy Ladies - investment related - I am a volunteer financial professional with this 501c3 organization that provides free financial advice to its helpline callers. The engagements with callers are typically one-hour meetings to address their specific finance questions. I am covered by E&O insurance through Savvy Ladies. Less than 5 hours per month and no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-11

Designations

• Certified Financial Planner

Other Names

• Samantha Cornelius