Dennis Don McMillan
Portefeuillebeheerder-Aandelen bij CWM LLC
Profiel
Mr. Dennis D.
McMillan is a Wealth Advisor at CWM LLC.
He has over 30 years of experience, specializing in estate and retirement planning.
Prior to joining CWM, Mr. McMilllan was a Regional CEO in Omaha for Lincoln Financial.
He graduated from Wichita State University with a Bachelor of Business Administration in 1970.
He received his Master of Science in Financial Services and Master of Science in Management from American College in 1987.
Actieve functies van Dennis Don McMillan
| Bedrijven | Functie | Begin |
|---|---|---|
CWM LLC
 CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Portefeuillebeheerder-Aandelen | 01-06-2011 |
Opleiding van Dennis Don McMillan
| Wichita State University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
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| Bedrijven in privébezit | 1 |
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CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |
