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).
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Total Assets Under Management26,774MILLION
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- 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
Thomas Chaney is an Investment Advisor Representative working with Carson Wealth Management (CWM, LLC), an SEC Registered Investment Advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors.
Wade Chessman (CRD# 2420974) is an Investment Advisor Representative working at Cwm, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
Tina Cicci (CRD# 6009822) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 12 years of experience in the finance industry.
James Clements (CRD# 2445775) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 30 years of experience in the finance industry.
Jessica Colston (CRD# 6147579) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Jason Comes (CRD# 2220609) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 32 years of experience in the finance industry.
Christopher Conmy (CRD# 5634864) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 14 years of experience in the finance industry.
Scott Conroy (CRD# 4065534) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Terry Cook (CRD# 1418789) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
Ryan Cooley (CRD# 6447497) is an Investment Advisor Representative working at Cwm, LLC in Cockeysville, MD and has over 9 years of experience in the finance industry.