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William Burt Evans

CWM, LLC·OMAHA, Nebraska
Clean recordCWM, LLC
13321 CALIFORNIA STREET, SUITE 100, OMAHA, NE 68154CRD# 1217563Firm CRD# 155344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Burt Evans · OMAHA, NE
Registration
CRD #1217563 · CWM, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Burt Evans is a registered financial advisor based in OMAHA, Nebraska, affiliated with CWM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CWM, LLC
CWM, LLC
AUM
$26.8B
Regulatory assets under management
Employees
1111
Total firm employees
View all advisors at CWM, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 1217563
Firm CRD# 155344
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Burt Evans offer?
William Burt Evans specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.
What are William Burt Evans's credentials?
William Burt Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Burt Evans located?
William Burt Evans is based in OMAHA, Nebraska, working with CWM, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does William Burt Evans charge for services?
William Burt Evans's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWM, LLC?
CWM, LLC has approximately 1111 employees and manages $26.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CWM, LLC

Paul Michael West
OMAHA, NE
Bradley Scott Grubb
OMAHA, NE
Aaron Eugene Schaben
OMAHA, NE
Daniel P Tobin
OMAHA, NE
David Screnar
OMAHA, NE
Kimberly Rae Reed
OMAHA, NE

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