CWM, LLC

OMAHA, Nebraska·9 registered advisors·CRD# 155344
SEC# 801-72037165402-330-0808
01

Firm Overview

AUM
$26.8B
Regulatory assets under management
Employees
1111
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CWM, LLC

9 registered advisors
Aaron Eugene Schaben
OMAHA, Nebraska
Bradley Scott Grubb
OMAHA, Nebraska
Daniel P Tobin
OMAHA, Nebraska
David Screnar
OMAHA, Nebraska
Kimberly Rae Reed
OMAHA, Nebraska
Paul Michael West
OMAHA, Nebraska
Robert Eugene Moore
OMAHA, Nebraska
Teri Sue Shepherd
OMAHA, Nebraska
William Burt Evans
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
9 advisors

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Data sourced from SEC Form ADV filings. CWM, LLC (CRD# 155344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.