Cwm, LLC

Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $19,949,200,065 in 82,314 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,949
    MILLION
  • Total Number of Accounts
    82,314
    ACCOUNTS
  • Average Account Value
    $242,355
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 368 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 4 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 40 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.

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 27 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 20 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.

5
Kevin W. Albritton
CRD#: 727420
12977 N Forty Drive, Suite 110, Saint Louis, MO 63141

Kevin Albritton (CRD# 727420) is an Investment Advisor Representative working at Cwm, LLC in Saint Louis, MO and has over 40 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.

6
Neal M. Albritton
CRD#: 4707408
12977 N Forty Drive, Suite 110, Saint Louis, MO 63141

Neal Albritton (CRD# 4707408) is an Investment Advisor Representative working at Cwm, LLC in Saint Louis, MO and has over 15 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 10 years of experience in the finance industry.

8
Michael C. Allen
CRD#: 4774343
14600 Branch St., Omaha, NE 68154

Michael Allen (CRD# 4774343) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

9
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 38 years of experience in the finance industry.

10
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 7 years of experience in the finance industry.

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