Patrick Sittner, financial advisor Omaha NE

Patrick Sittner

CRD Number: 5417276
Current Firm: Cwm, LLC

Patrick Sittner (CRD# 5417276) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 16 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Cwm, LLC Omaha, NE May 2018 - Current 5
Ts Bank Treynor, IA Dec 2015 - Current 8
Conagra Omaha, NE May 2013 - Dec 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
S63 Uniform Securities State Law Examination Dec 2007
Contact Info for Patrick G. Sittner
Phone Number: 402-330-0808
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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