Cwm, LLC

Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $26,774,389,503 in 110,327 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,774
    MILLION
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cwm, LLC
Showing 1 - 10 of 430 top financial advisors.
1
Brian N. Aamlid
CRD#: 6868599
612 E Tan Tara Cir #100, Sioux Falls, SD 57108

Brian Aamlid (CRD# 6868599) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 6 years of experience in the finance industry.

2
David J. Abbs
CRD#: 1031068
3772 Fashion Square Boulevard, Saginaw, MI 48603

David Abbs (CRD# 1031068) is an Investment Advisor Representative working at Cwm, LLC in Saginaw, MI and has over 42 years of experience in the finance industry.

3
Christopher M. Adams
CRD#: 2588417
4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809

Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 29 years of experience in the finance industry.

4
Daniel H. Adams
CRD#: 4524182
7117 West Hood Place, Suite 120, Kennewick, WA 99336

Daniel Adams (CRD# 4524182) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 22 years of experience in the finance industry.

5
Rebecca J. Albers
CRD#: 2392486
14600 Branch St., Omaha, NE 68154

Rebecca Albers (CRD# 2392486) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 13 years of experience in the finance industry.

6
Neal M. Albritton
CRD#: 4707408
14600 Branch St., Omaha, NE 68154

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.

7
Mohamed S. Ali
CRD#: 4412949
1890 Maine St, Quincy, IL 62301

Mohamed Ali (CRD# 4412949) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 12 years of experience in the finance industry.

8
Carlas B. Allgood
CRD#: 1247696
1361 Jennings Mill Road Suite 420, Watkinsville, GA 30677

Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 40 years of experience in the finance industry.

9
Matthew J. Alspaugh
CRD#: 6403281
9201 Rockville Rd, Indianapolis, IN 46231

Matthew Alspaugh (CRD# 6403281) is an Investment Advisor Representative working at Cwm, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

10
Craig C. Anderson
CRD#: 4693896
14600 Branch St., Omaha, NE 68154

Craig Anderson (CRD# 4693896) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 16 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.