Scott Cadwell, financial advisor Omaha NE

Scott Cadwell

CRD Number: 2300483
Current Firm: Cwm, LLC

Scott Cadwell (CRD# 2300483) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 30 years of experience in the finance industry. Scott Cadwell 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.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Cwm, LLC Omaha, NE Jul 2018 - Current 5
Cetera Advisor Networks LLC El Segundo, CA Jul 2018 - Apr 2019 < 1
Cadwell Wealth Asset Management, LLC Celebration, FL Apr 2016 - Nov 2018 2
Lpl Financial, LLC Celebration, FL Jan 2002 - Jul 2018 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Scott E. Cadwell
Phone Number: 402-330-0808
Registered State(s):
  • FL
  • LA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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