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.parsonswealthmgmt.com/
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 71 - 80 of 439 top financial advisors.
71
Dennis Dekok, financial advisor Omaha NE
Dennis J. Dekok
CRD#: 4374818
14600 Branch St., Omaha, NE 68154

Dennis Dekok (CRD# 4374818) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

72
Theodore Delisi, financial advisor Mooresville NC
Theodore J. Delisi
CRD#: 1708361
104 Welton Way, Mooresville, NC 28117

Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.

73
Ryan Detrick, financial advisor Omaha NE
Ryan Detrick
CRD#: 4463162
14600 Branch St., Omaha, NE 68154

Ryan Detrick (CRD# 4463162) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

74
Bradley Dillon, financial advisor San Rafael CA
Bradley A. Dillon
CRD#: 2886377
2370 Kerner Boulevard, Suite 350, San Rafael, CA 94901

Bradley Dillon (CRD# 2886377) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.

75
Brent Dome, financial advisor Wichita KS
Brent D. Dome
CRD#: 3203309
12001 E 13th St. North, Wichita, KS 67206

Brent Dome (CRD# 3203309) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 25 years of experience in the finance industry.

76
Grant Dorhout, financial advisor Omaha NE
Grant D. Dorhout
CRD#: 6852803
4611 S 96 Street, Ste. 159, Omaha, NE 68127

Grant Dorhout (CRD# 6852803) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

77
Robert Dumas, financial advisor Thibodaux LA
Robert N. Dumas
CRD#: 6011121
114 Rue Colette, Thibodaux, LA 70301

Robert Dumas (CRD# 6011121) is an Investment Advisor Representative working at Cwm, LLC in Thibodaux, LA and has over 11 years of experience in the finance industry.

78
Michael Edwards, financial advisor Doylestown PA
Michael G. Edwards
CRD#: 2357756
215 Farm Lane, Doylestown, PA 18901

Michael Edwards (CRD# 2357756) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 30 years of experience in the finance industry.

79
Justin Ehle, financial advisor Amarillo TX
Justin R. Ehle
CRD#: 5423210
5101 Lexington Square, Amarillo, TX 79119

Justin Ehle (CRD# 5423210) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has over 13 years of experience in the finance industry.

80
Adrian Elder, financial advisor Yuma AZ
Adrian Elder
CRD#: 5424829
182 E 16th St., Suite D, Yuma, AZ 85364

Adrian Elder (CRD# 5424829) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 16 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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