Cwm, LLC
Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $19,943,561,186 in 96,956 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management19,944MILLION
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
Brian Aamlid (CRD# 6868599) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 5 years of experience in the finance industry.
David Abbs (CRD# 1031068) is an Investment Advisor Representative working at Cwm, LLC in Saginaw, MI and has over 41 years of experience in the finance industry. David Abbs 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.
Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 28 years of experience in the finance industry.
Daniel Adams (CRD# 4524182) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 21 years of experience in the finance industry. Daniel Adams 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.
Rebecca Albers (CRD# 2392486) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 12 years of experience in the finance industry. Rebecca Albers 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.
Kevin Albritton (CRD# 727420) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 41 years of experience in the finance industry. Kevin Albritton 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.
Neal Albritton (CRD# 4707408) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Mohamed Ali (CRD# 4412949) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 11 years of experience in the finance industry.
Joseph Allen (CRD# 7052252) is an Investment Advisor Representative working at Cwm, LLC in Prescott, AZ and has over 4 years of experience in the finance industry.
Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 39 years of experience in the finance industry.