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
Nicholas Gertsema (CRD# 6188465) is an Investment Advisor Representative working at Cwm, LLC in Saint Joseph, MO and has over 10 years of experience in the finance industry.
Michael Gibbs (CRD# 2817669) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 27 years of experience in the finance industry.
Kimberly Gieseler (CRD# 4580481) is an Investment Advisor Representative working at Cwm, LLC in Arvada, CO and has over 21 years of experience in the finance industry.
Douglas Gjerde (CRD# 5198534) is an Investment Advisor Representative working at Cwm, LLC in Green Bay, WI and has over 17 years of experience in the finance industry.
Michael Gold (CRD# 4171638) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Jessica Golson (CRD# 5291988) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Matthew Gomoll (CRD# 6698136) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 7 years of experience in the finance industry.
Shawna Goodly (CRD# 4417513) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.
Kandace Gordy (CRD# 4328218) is an Investment Advisor Representative working at Cwm, LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Jill Gosz (CRD# 4918838) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 19 years of experience in the finance industry.