Fairmont, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$45,775,094,711
ClientsTotal clients
52,263
AdvisorsAdvisors at this office
3
Of 647 advisors across 217 offices
Location
1300 S Prairie Avenue
Fairmont MN 56031
Advisors at this office
3
Advisors at this office
Sarah W
Series 65
Fairmont, MN
CWM, LLC
Sarah Willers is a financial advisor with CWM, LLC and holds a Series 65 designation. She has 1 year of industry experience and previously worked at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of financial advising, she is a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using discretionary model portfolios supported by an in-house Investment Committee and offers a range of services including retirement plan management and sub-advisory solutions.
Kaitlin B
Series 66
Fairmont, MN
CWM, LLC
Kaitlin Bell is a financial advisor with CWM, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at Sweet Financial Partners, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. Kaitlin also serves as Associate Director at Sweet Financial Partners. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, sub-advisory, and retirement-plan services.
Oliver K
CFP®, Series 63
Fairmont, MN
CWM, LLC
Oliver Kollofski is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Sweet Financial Partners, LLC and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, institutions, and corporations. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.
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