Brian Butler, financial advisor Omaha NE

Brian Butler

CRD Number: 2595308
Current Firm: Cwm, LLC

Brian Butler (CRD# 2595308) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 15 years of experience in the finance industry.

Similar Advisors
Kyle Acre, financial advisor Omaha NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Steve Adams, financial advisor Omaha NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Similar Advisors
Michael Adelman, financial advisor Omaha NE
Michael J. Adelman
CRD# 6157826
Principal Advised Services
Company Name Location Dates Years
Cwm, LLC Omaha, NE Jul 2022 - Current 1
Wealth Standard Financial Houston, TX Aug 2016 - Current 7
Lpl Financial LLC Houston, TX Aug 2016 - Jul 2022 5
J.p. Morgan Securities LLC Houston, TX Oct 2012 - Jul 2016 3
Inner Loop Fitness LLC Houston, TX May 2009 - Feb 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Brian O. Butler
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.