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Chloe Quigley Copple

Cwm, LLC

Omaha, NE

Chicago, IL

CRD 7117629

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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
IL RA APPROVED 2022-03-28
  • IL RA
    APPROVED
    Since 2022-03-28

Branch Locations

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

Chicago, IL • 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
Cwm, Llc Omaha NE 12/2021 Present
Barrington Wealth Management Chicago IL 05/2019 01/2020
Barrington Wealth Management Chicago IL 10/2021 04/2022
Freecap Financial Washington D.C. IL 01/2020 08/2021
Georgetown University Washington D.C. DC 08/2017 12/2020
The Governor's Academy Byfield MA 08/2013 05/2017
Barrington S.E.T. Barrington IL 06/2017 07/2017
Mann Deshi Foundation Mhaswad 06/2018 08/2018
Barrington Wealth Management Chicago IL 04/2022 Present
  • 12/2021 → Present
    Cwm, Llc
    Omaha, NE
  • 05/2019 → 01/2020
    Barrington Wealth Management
    Chicago, IL
  • 10/2021 → 04/2022
    Barrington Wealth Management
    Chicago, IL
  • 01/2020 → 08/2021
    Freecap Financial
    Washington D.C., IL
  • 08/2017 → 12/2020
    Georgetown University
    Washington D.C., DC
  • 08/2013 → 05/2017
    The Governor's Academy
    Byfield, MA
  • 06/2017 → 07/2017
    Barrington S.E.T.
    Barrington, IL
  • 06/2018 → 08/2018
    Mann Deshi Foundation
    Mhaswad
  • 04/2022 → Present
    Barrington Wealth Management
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-28
  • S65 Uniform Investment Adviser Law Examination
    2022-03-28
Other Names
  • Chloe Quigley

View on SEC IAPD

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