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 111 - 120 of 436 top financial advisors.
111
Jill Gosz, financial advisor Palatine IL
Jill E. Gosz
CRD#: 4918838
220 N Smith Street, Suite 220, Palatine, IL 60067

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.

112
Louie Gott, financial advisor New London NH
Louie R. Gott
CRD#: 2792647
228 Main Street, New London, NH 03257

Louie Gott (CRD# 2792647) is an Investment Advisor Representative working at Cwm, LLC in New London, NH and has over 26 years of experience in the finance industry.

113
Karin Grablin, financial advisor Omaha NE
Karin A. Grablin
CRD#: 4238466
14600 Branch St., Omaha, NE 68154

Karin Grablin (CRD# 4238466) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.

114
Andrea Graham, financial advisor Woodland Hills CA
Andrea J. Graham
CRD#: 4409658
21550 Oxnard St., Suite 300, Woodland Hills, CA 91367

Andrea Graham (CRD# 4409658) is an Investment Advisor Representative working at Cwm, LLC in Woodland Hills, CA and has over 22 years of experience in the finance industry.

115
Kenneth Grant, financial advisor Owasso OK
Kenneth D. Grant
CRD#: 5014950
9500 N. 129th E. Ave #106, Owasso, OK 74055

Kenneth Grant (CRD# 5014950) is an Investment Advisor Representative working at Cwm, LLC in Owasso, OK and has over 18 years of experience in the finance industry.

116
Anna Green, financial advisor Middletown VA
Anna L. Green
CRD#: 6898965
Middletown, VA

Anna Green (CRD# 6898965) is an Investment Advisor Representative working at Cwm, LLC in Middletown, VA and has over 6 years of experience in the finance industry.

117
Zachary Green, financial advisor Scottsdale AZ
Zachary P. Green
CRD#: 6309329
21090 N Pima Road, Scottsdale, AZ 85255

Zachary Green (CRD# 6309329) is an Investment Advisor Representative working at Cwm, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

118
Kevin Gruetter, financial advisor Wichita KS
Kevin P. Gruetter
CRD#: 6555505
3636 N Ridge Road, Suite 200, Wichita, KS 67205

Kevin Gruetter (CRD# 6555505) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 8 years of experience in the finance industry.

119
Jacob Guttman, financial advisor Omaha NE
Jacob A. Guttman
CRD#: 5900366
14600 Branch St., Omaha, NE 68154

Jacob Guttman (CRD# 5900366) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

120
Scott Hadley, financial advisor Scottsdale AZ
Scott A. Hadley
CRD#: 2928231
21090 N Pima Road, Scottsdale, AZ 85255

Scott Hadley (CRD# 2928231) is an Investment Advisor Representative working at Cwm, LLC in Scottsdale, AZ and has over 26 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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