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Holly S

Series 66, Series 63

Akron, IA

CWM, LLC

Holly Sabaliauskas is a financial advisor at CWM, LLC with 23 years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes roles at Cetera Wealth Services, Cetera Advisor Networks, Valley View Feedlot, Allied Impact, and Securities America. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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