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.facebook.com/wealthmanagementinc/
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 51 - 60 of 435 top financial advisors.
51
James Clements, financial advisor Omaha NE
James E. Clements
CRD#: 2445775
14600 Branch St., Omaha, NE 68154

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.

52
Jessica Colston, financial advisor Omaha NE
Jessica R. Colston
CRD#: 6147579
14600 Branch St., Omaha, NE 68154

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.

53
Jason Comes, financial advisor Omaha NE
Jason D. Comes
CRD#: 2220609
14600 Branch St., Omaha, NE 68154

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.

54
Christopher Conmy, financial advisor Palatine IL
Christopher M. Conmy
CRD#: 5634864
220 N. Smith St., Suite 220, Palatine, IL 60067

Christopher Conmy (CRD# 5634864) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 15 years of experience in the finance industry.

55
Scott Conroy, financial advisor Omaha NE
Scott A. Conroy
CRD#: 4065534
14600 Branch St., Omaha, NE 68154

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.

56
Terry Cook, financial advisor Omaha NE
Terry A. Cook
CRD#: 1418789
14600 Branch St., Omaha, NE 68154

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.

57
Ryan Cooley, financial advisor Cockeysville MD
Ryan M. Cooley
CRD#: 6447497
4 North Park Drive, Ste. 402, Cockeysville, MD 21030

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.

58
James Couzens, financial advisor Omaha NE
James E. Couzens
CRD#: 55459
14600 Branch St., Omaha, NE 68154

James Couzens (CRD# 55459) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry.

59
Jeffrey Couzens, financial advisor Wallingford CT
Jeffrey P. Couzens
CRD#: 2979823
35 Thorpe Avenue, Ste. 107, Wallingford, CT 06492

Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Cwm, LLC in Wallingford, CT and has over 24 years of experience in the finance industry.

60
Halley Craig, financial advisor Omaha NE
Halley M. Craig
CRD#: 5882524
14600 Branch St., Omaha, NE 68154

Halley Craig (CRD# 5882524) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 11 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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