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 81 - 90 of 439 top financial advisors.
81
Kevin Engbers, financial advisor Sioux Falls SD
Kevin J. Engbers
CRD#: 1681964
612 E Tan Tara Cir #100, Sioux Falls, SD 57108

Kevin Engbers (CRD# 1681964) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 36 years of experience in the finance industry.

82
Anna Fagan, financial advisor Edgewater MD
Anna M. Fagan
CRD#: 4529067
3168 Beaverton St., Suite 200, Edgewater, MD 21037

Anna Fagan (CRD# 4529067) is an Investment Advisor Representative working at Cwm, LLC in Edgewater, MD and has over 21 years of experience in the finance industry.

83
Jeffrey Fattig, financial advisor Lake Jackson TX
Jeffrey P. Fattig
CRD#: 4966758
7 West Way Court, Lake Jackson, TX 77566

Jeffrey Fattig (CRD# 4966758) is an Investment Advisor Representative working at Cwm, LLC in Lake Jackson, TX and has over 18 years of experience in the finance industry.

84
Scott Ferguson, financial advisor Raleigh NC
Scott M. Ferguson
CRD#: 6382629
5540 Centerview Drive, Ste. 418, Raleigh, NC 27606

Scott Ferguson (CRD# 6382629) is an Investment Advisor Representative working at Cwm, LLC in Raleigh, NC and has over 9 years of experience in the finance industry.

85
Adam Finch, financial advisor Ann Arbor MI
Adam J. Finch
CRD#: 4195692
5263 Plymouth Rd, Ann Arbor, MI 48105

Adam Finch (CRD# 4195692) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 23 years of experience in the finance industry.

86
Nathaniel Fisher, financial advisor Chester VT
Nathaniel M. Fisher
CRD#: 6683749
116 Main Street, Chester, VT 05143

Nathaniel Fisher (CRD# 6683749) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 7 years of experience in the finance industry.

87
Nicholas Fisher, financial advisor Omaha NE
Nicholas M. Fisher
CRD#: 6823913
14600 Branch St., Omaha, NE 68154

Nicholas Fisher (CRD# 6823913) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

88
Timothy Fisher, financial advisor Chester VT
Timothy F. Fisher
CRD#: 2715837
116 Main Street, Chester, VT 05143

Timothy Fisher (CRD# 2715837) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 28 years of experience in the finance industry.

89
Scott Fitzgerald, financial advisor Augusta GA
Scott M. Fitzgerald
CRD#: 4547570
140 Cooper Drive, 2nd Floor, Augusta, GA 30907

Scott Fitzgerald (CRD# 4547570) is an Investment Advisor Representative working at Cwm, LLC in Augusta, GA and has over 21 years of experience in the finance industry.

90
Adam Flagg, financial advisor Omaha NE
Adam J. Flagg
CRD#: 5335723
14600 Branch St., Omaha, NE 68154

Adam Flagg (CRD# 5335723) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE 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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