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Inactive

Valen Ann Permann

Cwm, LLC

Kennewick, WA

Omaha, NE

Yakima, WA

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-07-16
  • WA RA
    APPROVED
    Since 2020-07-16

Branch Locations

7025 W. Grandridge Blvd. Suite B, Kennewick, WA 99336 • United States

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

115 N. 50Th Avenue Suite B, Yakima, WA 98908 • 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
Ready Gunner Orem UT 09/2016 04/2017
Rev 6 Powersports Springville UT 05/2017 08/2017
Riverside Country Club Provo UT 09/2015 11/2016
Financial Management, Inc. Yakima WA 08/2019 Present
Fidelity Investments American Fork UT 08/2017 07/2019
Cwm, Llc Omaha NE 07/2020 Present
  • 09/2016 → 04/2017
    Ready Gunner
    Orem, UT
  • 05/2017 → 08/2017
    Rev 6 Powersports
    Springville, UT
  • 09/2015 → 11/2016
    Riverside Country Club
    Provo, UT
  • 08/2019 → Present
    Financial Management, Inc.
    Yakima, WA
  • 08/2017 → 07/2019
    Fidelity Investments
    American Fork, UT
  • 07/2020 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2019-08-21 → 2020-12-02
    Financial Management, Inc.
    Yakima, WA
  • 2018-09-25 → 2019-07-10
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-22
S63 Uniform Securities Agent State Law Examination 2017-09-28
  • S66 Uniform Combined State Law Examination
    2018-09-22
  • S63 Uniform Securities Agent State Law Examination
    2017-09-28
Other Names
  • Valen Ann Permann
  • Valen Permann

View on SEC IAPD

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Other Offices

CENTAURUS FINANCIAL, INC. · KENNEWICK, WA
EDWARD JONES · KENNEWICK, WA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · KENNEWICK, WA
BRIDGE CAPITAL CONSULTING, LLC · Kennewick, WA
THE RETIREMENT SOLUTION LLC · Kennewick, WA
PETERSEN HASTINGS WEALTH ADVISORS, INC. · KENNEWICK, WA
WELLS FARGO CLEARING SERVICES, LLC · KENNEWICK, WA
MORGAN STANLEY · Kennewick, WA

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