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).

By the Numbers
  • Total Assets Under Management
    19,944
    MILLION
  • 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
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 11 - 20 of 432 top financial advisors.
11
Craig C. Anderson
CRD#: 4693896
2020 Calamos Ct, Ste. 200, Naperville, IL 60563

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

12
Steven B. Anderson
CRD#: 5118476
400 Capitol Mall, Suite 900, Sacramento, CA 95814

Steven Anderson (CRD# 5118476) is an Investment Advisor Representative working at Cwm, LLC in Sacramento, CA and has over 17 years of experience in the finance industry.

13
Charles H. Andrew
CRD#: 6561437
7490 North La Cholla Blvd., Tucson, AZ 85741

Charles Andrew (CRD# 6561437) is an Investment Advisor Representative working at Cwm, LLC in Tucson, AZ and has over 8 years of experience in the finance industry.

14
Mark D. Anleitner
CRD#: 4661368
14600 Branch St., Omaha, NE 68154

Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

15
Kenneth Anton
CRD#: 4055020
3006 Bee Caves Rd, Suite A-20, Austin, TX 78746

Kenneth Anton (CRD# 4055020) is an Investment Advisor Representative working at Cwm, LLC in Austin, TX and has over 24 years of experience in the finance industry.

16
Daniel Armas
CRD#: 4572310
14600 Branch St., Omaha, NE 68154

Daniel Armas (CRD# 4572310) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.

17
Timothy Avila
CRD#: 6885061
182 E 16th St., Suite D, Yuma, AZ 85364

Timothy Avila (CRD# 6885061) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 5 years of experience in the finance industry.

18
Bonnie K. Bailey
CRD#: 6695693
19833 Leitersburg Pike, Suite 1, Hagerstown, MD 21742

Bonnie Bailey (CRD# 6695693) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 7 years of experience in the finance industry.

19
Mark L. Bain
CRD#: 3139332
14600 Branch St., Omaha, NE 68154

Mark Bain (CRD# 3139332) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 25 years of experience in the finance industry.

20
Daniel T. Barker
CRD#: 2872437
14600 Branch St., Omaha, NE 68154

Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

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