Russell Gerard Nieland

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

• 03/2013 → 04/2018
  Lpl Financial, Llc
  Cedar Rapids, IA
• 03/2013 → 04/2018
  Private Advisor Group, Llc
  Morristown, NJ
• 04/2018 → Present
  Cwm, Llc
  Omaha, NE
• 01/2018 → Present
  Rg Nieland Enterprises, Inc.
  Cedar Rapids, IA
• 01/2018 → Present
  Tn Weber Nieland Lc
  Cedar Rapids, IA
• 04/2018 → 05/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2022 → 01/2025
  Galt Wealth Partners, Lc
  Cedar Rapids, IA
• 06/2023 → 05/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2018 → Present
  Carson Wealth
  Cedar Rapids, IA

Previous Registrations

• 2023-06-29 → 2025-05-08
  Cetera Investment Advisers Llc
  Vinton, IA
  Cedar Rapids, IA
• 2018-04-30 → 2023-06-29
  Cetera Wealth Services, Llc
  Culver City, CA
  Vinton, IA
  Traer, IA
  Cedar Rapids, IA
• 2013-08-20 → 2018-05-09
  Lpl Financial Llc
  Cedar Rapids, IA
  Cedar Rapids, IA
  Morristown, NJ
  Cedar Rapids, IA
• 2013-03-01 → 2018-04-30
  Private Advisor Group, Llc
  Cedar Rapids, IA
  Morristown, NJ
  Cedar Rapids, IA
• 1999-06-28 → 2013-03-12
  Robert W. Baird & Co. Incorporated
  Cedar Rapids, IA
  Cedar Rapids, IA

Other Businesses

NAME OF BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES NATURE OF BUSINESS: FIXED INSURANCE START: 1/2018 APX # OF HRS/WK &DURING TRADING HRS: VARIES TITLE: INSURANCE AGENT DUTIES: SELLS LIFE, DISABILITY, ANNUITIES &LTC NAME OF BUSINESS: TN WEBER NIELAND, L C NATURE OF BUSINESS: FIN SVCS START: 1/2018 TITLE: OWNER/ PRESIDENT APX # OF HRS/WK &DUR TRAD HRS: 5 DUTIES: BUSINESS STRUCTURE INCLUDING PAYROLL &BENEFITS FOR EMPLOYEES NAME OF BUSINESS: RG NIELAND ENTERPRISES, INC NATURE OF BUSINESS: PERSONAL HOLDING CO START: 1/2018 TITLE: OWNER/ PRESIDENT APX # OF HRS/WK &DUR TRAD HRS: 5 DUTIES: FOR TAX &ACCOUNTING PURPOSES; NAME OF BUSINESS: POA FOR FAMILY MEMBER NATURE OF BUSINESS: POA START: 3/2018 TITLE: POA APX # OF HRS/WK &DUR TRAD HRS: MINIMAL DUTIES: POA FOR MOTHER IN LAW; NAME OF BUSINESS: STONEY POINT MEADOW, LLC NATURE OF BUSINESS: NURSING HOME START: 11/2013 TITLE: PASSIVE INVESTOR APX # OF HRS/WK &DUR TRADING HRS: MINIMAL DUTIES: PASSIVE INVESTOR; NAME OF BUSINESS: NORTHFORK HOA NATURE OF BUSINESS: HOA START: 1/2019 TITLE: PRESIDENT APX # OF HRS/WK &DURING TRADING HRS: LESS THAN 1 DUTIES: SIGN/SUBMIT HOA DOCUMENTS &ATTEND TO NEEDS OF NEIGHBORHOOD; NAME OF BUSINESS: GALT PROPERTIES LLC NATURE OF BUSINESS: COMM RENTAL PROPERTY START: 7/2020 TITLE: OWNER/ LANDLORD APX # OF HRS/WK &DUR TRADING HRS: 1-2 DUTIES: PURCHASE COMM PROP WHICH WILL BECOME BUSINESS OFFICE; NAME OF BUSINESS: RUSTY ENTERPRISES, LLC; NATURE OF BUSINESS: RE RENTAL; START: 3/2022; TITLE: OWNER; APX # OF HRS/WK&DUR TRADING HRS: .5; DUTIES: GENERAL OVERSIGHT & FIN MGMT INC TAX PARTNER; NAME OF BUSINESS: Midwest Diversified VII NATURE OF BUSINESS: Commercial Real Estate START: 03/01/2023 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Passive investor NAME OF BUSINESS: CRDG Investment, LLC NATURE OF BUSINESS: Investor START: 01/18/2018 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Entity created to invest in initiative to bring gaming casino to Cedar Rapids. No license has been granted to the city/group. NAME OF BUSINESS: Midwest Diversified VIII NATURE OF BUSINESS: Commercial real estate START: 06/07/2024 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Investor NAME OF BUSINESS: Pickard School Square Townhomes Association, Inc NATURE OF BUSINESS: HOA START: 04/14/2025 TITLE: Board member APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: General roles & responsibilities of HOA Board member

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-22
• S63 Uniform Securities Agent State Law Examination
  1997-09-17

Designations

• Certified Financial Planner