Best Investors Account Sign in
Inactive

Ronnett Marie Kitten

Cwm, LLC

Omaha, NE

Hasstings, NE

CRD 7651471

Claim This Profile
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
NE RA APPROVED 2023-11-01
  • NE RA
    APPROVED
    Since 2023-11-01

Branch Locations

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

200 N. Burlington, Ste. 200, Hasstings, NE 68901 • 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
Onedigital Investment Advisors Hastings NE 08/2022 01/2024
Oakeson Steiner Wealth & Retirement Hastings NE 08/2022 Present
Ellerbrock-Noris Agency, Inc. Hastings NE 07/1998 08/2022
Cwm, Llc Omaha NE 11/2023 Present
  • 08/2022 → 01/2024
    Onedigital Investment Advisors
    Hastings, NE
  • 08/2022 → Present
    Oakeson Steiner Wealth & Retirement
    Hastings, NE
  • 07/1998 → 08/2022
    Ellerbrock-Noris Agency, Inc.
    Hastings, NE
  • 11/2023 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2022-10-21 → 2024-01-31
    Onedigital
    Overland Park, KS
    Hastings, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-05
  • S65 Uniform Investment Adviser Law Examination
    2022-10-05
Other Names
  • Ronnett Marie Mckenney
  • Ronnett Kitten

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor