Brett Carson, financial advisor Omaha NE
96 score

Brett Carson

CRD Number: 4585590
Current Firm: Cwm, LLC

Brett Carson (CRD# 4585590) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cwm, LLC Omaha, NE Sep 2011 - Current 5
Garp Research & Securities Company Baltimore, MD May 2004 - Current 12
Gaineswood Investment Management, Inc. Baltimore, MD May 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Brett D. Carson
Phone Number: 402-330-0808
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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