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
Dean Bertsch (CRD# 2331961) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 24 years of experience in the finance industry.
Karsten Bond (CRD# 5214827) is an Investment Advisor Representative working at Cwm, LLC in Witchita, KS and has over 16 years of experience in the finance industry.
Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Cwm, LLC in Roseville, CA and has over 21 years of experience in the finance industry.
Jeff Bornhoft (CRD# 4631272) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 19 years of experience in the finance industry.
Paul Boudwin (CRD# 4104762) is an Investment Advisor Representative working at Cwm, LLC in Houston, TX and has over 18 years of experience in the finance industry.
Matthew Bowden (CRD# 6189648) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry.
Tammy Breitenbach (CRD# 4609692) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 15 years of experience in the finance industry.
Thomas Brown (CRD# 4280128) is an Investment Advisor Representative working at Cwm, LLC in Pittsburgh, PA and has over 23 years of experience in the finance industry.
John Buckley (CRD# 1961409) is an Investment Advisor Representative working at Cwm, LLC in Walla Walla, WA and has over 34 years of experience in the finance industry.
Brandon Buhay (CRD# 6500275) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 8 years of experience in the finance industry.