Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry. Mark Anleitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beyond Design LLC | Valparaiso, IN | Jan 2020 - Current | 4 |
| Cwm, LLC | Omaha, NE | Aug 2018 - Current | 5 |
| 360° Wealth Advisor | Valparaiso, IN | Aug 2018 - Current | 5 |
| Carson Wealth | Omaha, NE | Aug 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2018 - Dec 2020 | 2 |
| J.p. Morgan Securities LLC | Valparaiso, IN | Oct 2012 - Aug 2018 | 5 |
| Mark Anleitner | Valparaiso, IN | Oct 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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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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