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).

Current Firm Details
14600 Branch St., Omaha, NE 68154
https://www.aamllc.com/
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 31 - 40 of 437 top financial advisors.
31
Dean Bertsch, financial advisor Sioux Falls SD
Dean N. Bertsch
CRD#: 2331961
612 E Tan Tara Cir #100, Sioux Falls, SD 57108

Dean Bertsch (CRD# 2331961) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 24 years of experience in the finance industry.

32
Karsten Bond, financial advisor Witchita KS
Karsten G. Bond
CRD#: 5214827
3636 N Ridge Road, Suite 200, Witchita, KS 67205

Karsten Bond (CRD# 5214827) is an Investment Advisor Representative working at Cwm, LLC in Witchita, KS and has over 16 years of experience in the finance industry.

33
Douglas Boring, financial advisor Roseville CA
Douglas D. Boring
CRD#: 4610108
2241 Douglas Blvd, Suite 250, Roseville, CA 95661

Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Cwm, LLC in Roseville, CA and has over 21 years of experience in the finance industry.

34
Jeff Bornhoft, financial advisor Omaha NE
Jeff R. Bornhoft
CRD#: 4631272
14600 Branch St., Omaha, NE 68154

Jeff Bornhoft (CRD# 4631272) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 19 years of experience in the finance industry.

35
Paul Boudwin, financial advisor Houston TX
Paul W. Boudwin
CRD#: 4104762
4101 Greenbriar Drive, Suite 236, Houston, TX 77098

Paul Boudwin (CRD# 4104762) is an Investment Advisor Representative working at Cwm, LLC in Houston, TX and has over 18 years of experience in the finance industry.

36
Matthew Bowden, financial advisor Ann Arbor MI
Matthew T. Bowden
CRD#: 6189648
5263 Plymouth Rd, Ann Arbor, MI 48105

Matthew Bowden (CRD# 6189648) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry.

37
Tammy Breitenbach, financial advisor Wichita KS
Tammy L. Breitenbach
CRD#: 4609692
Wichita, KS

Tammy Breitenbach (CRD# 4609692) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 15 years of experience in the finance industry.

38
Thomas Brown, financial advisor Pittsburgh PA
Thomas S. Brown
CRD#: 4280128
1 Bigelow Square, 20th Floor, Pittsburgh, PA 15219

Thomas Brown (CRD# 4280128) is an Investment Advisor Representative working at Cwm, LLC in Pittsburgh, PA and has over 23 years of experience in the finance industry.

39
John Buckley, financial advisor Walla Walla WA
John T. Buckley
CRD#: 1961409
13 1/2 E. Main St. Ste 211, Walla Walla, WA 99362

John Buckley (CRD# 1961409) is an Investment Advisor Representative working at Cwm, LLC in Walla Walla, WA and has over 34 years of experience in the finance industry.

40
Brandon Buhay, financial advisor Omaha NE
Brandon P. Buhay
CRD#: 6500275
14600 Branch St., Omaha, NE 68154

Brandon Buhay (CRD# 6500275) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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