Cwm, LLC

Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $7,502,978,872 in 41,219 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,503
    MILLION
  • Total Number of Accounts
    41,219
    ACCOUNTS
  • Average Account Value
    $182,027
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 1 - 10 of 197 top financial advisors.
1
Brian N. Aamlid
CRD#: 6868599
Sioux Falls, SD 57108

Brian Aamlid (CRD# 6868599) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 2 years of experience in the finance industry.

2
Christopher W. Abla
CRD#: 2299127
Kingsport, TN 37660

Christopher Abla (CRD# 2299127) is an Investment Advisor Representative working at Cwm, LLC in Kingsport, TN and has over 23 years of experience in the finance industry.

3
Christopher M. Adams
CRD#: 2588417
Baton Rouge, LA 70809

Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 24 years of experience in the finance industry.

4
Mohamed S. Ali
CRD#: 4412949
Quincy, IL 62301

Mohamed Ali (CRD# 4412949) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 8 years of experience in the finance industry.

5
Carlas B. Allgood
CRD#: 1247696
Watkinsville, GA 30677

Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 35 years of experience in the finance industry.

6
Charles H. Andrew
CRD#: 6561437
Tucson, AZ 85741

Charles Andrew (CRD# 6561437) is an Investment Advisor Representative working at Cwm, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.

7
Bonnie K. Bailey
CRD#: 6695693
Hagerstown, MD 21742

Bonnie Bailey (CRD# 6695693) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 3 years of experience in the finance industry. Bonnie Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Daniel T. Barker
CRD#: 2872437
Omaha, NE 68154

Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

9
Michael L. Barnes
CRD#: 6905751
Albuquerque, NM 87109

Michael Barnes (CRD# 6905751) is an Investment Advisor Representative working at Cwm, LLC in Albuquerque, NM and has over 2 years of experience in the finance industry.

10
Janet E. Barrett
CRD#: 4614111
Doylestown, PA 18901

Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 11 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.