Scott Wood

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1989 → Present
  Mutual Of Omaha Fund Management Company
  Omaha, NE
• 04/1989 → Present
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
• 06/2022 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2003-01-06 → 2011-12-01
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

NAME OF OTHER BUSINESS: Vision Quest Consulting/Strategic Business Consulting INVESTMENT-RELATED: No NATURE OF BUSINESS: Business consulting POSITION: Founder & Coach APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Work with non-financial services businesses helping them identify and execute on key strategies to grow their business and grow more efficiently. Focus on Team Planning events and Goal development and tracking.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  1989-10-14

Other Names

• Scott Cameron Wood