![Dennis Don McMillan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Dennis Don McMillan worked as a Wealth Advisor at CWM LLC from 2011 to 2024.
Prior to this position, he obtained an undergraduate degree from Wichita State University in 1970 and a graduate degree from The American College of Financial Services in 1987.
Anciens postes connus de Dennis Don McMillan
| Sociétés | Poste | Fin |
|---|---|---|
CWM LLC
 CWM LLC Investment ManagersFinance Carson Wealth seeks to create a balance between risk and reward over a given period by allocating client assets among the firm’s proprietary Model Portfolios. Based on the information their clients provide, the firm considers multiple time horizons (long, medium and short-term) when determining investment strategies. Depending on their clients’ needs, they may engage in a variety of risk management strategies. | Gestionnaire de Portefeuille-Actions | 21/02/2024 |
Formation de Dennis Don McMillan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wichita State University
 Wichita State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The American College of Financial Services
 The American College of Financial Services Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CWM LLC
CWM LLC Investment ManagersFinance Carson Wealth seeks to create a balance between risk and reward over a given period by allocating client assets among the firm’s proprietary Model Portfolios. Based on the information their clients provide, the firm considers multiple time horizons (long, medium and short-term) when determining investment strategies. Depending on their clients’ needs, they may engage in a variety of risk management strategies. | Finance |
