Randy W Harrison

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

• 02/2013 → Present
  Cwm,, Llc
  Omaha, NE

Previous Registrations

• 2012-03-21 → 2013-02-12
  Cetera Wealth Services, Llc
  Omaha, NE

Other Businesses

1) NAME OF OTHER BUSINESS: HEARTHPOINT LLC PRODUCT OR SERVICE: RENTAL HOMES, INVESTMENT RELATED: NO, RENTAL INCOME, START DATE: 11/1/2018 OWNERSHIP INTEREST? YES, 100%. NATURE OF BUSINESS OR ACTIVITY: RENTAL HOME, TITLE: OWNER, THIS ACTIVITY DOES NOT INVOLVE ANY SECURITIES CLIENTS, APPX HRS/WEEK: 0.5 2) NAME OF OTHER BUSINESS: INSURANCE,| INVESTMENT RELATED: NO,| ADDRESS: 9900 NICHOLAS ST. SUITE 360, OMAHA, NE 68114.| NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, ANNUITIES, LONG-TERM CARE),| POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE,| START DATE: 02/03/2012,| APX NUMBER OF HOURS PER MONTH: N/A,| APX NUMBER OF HOURS DURING TRADING HOURS: N/A,| BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REPRESENTATIVE;| 3) NAME OF OTHER BUSINESS: FAMILY FARM.,| INVESTMENT RELATED: NO,| ADDRESS: N/A.| NATURE OF BUSINESS: FARM FOR AGRICULTURE,| POSITION/TITLE/RELATIONSHIP: OWNER,| START DATE: MAY, 2006,| APX NUMBER OF HOURS PER WEEK: N/A,| APX NUMBER OF HOURS DURING TRADING HOURS: N/A,| BRIEF DESCRIPTION OF DUTIES: OWNER - RECEIVE RENT FOR TILLABLE ACRES;|

Exams

• S66 Uniform Combined State Law Examination
  2012-03-01
• S63 Uniform Securities Agent State Law Examination
  2002-10-29

Designations

• Chartered Financial Consultant

Other Names

• Randi William Harrison
• Randy William Harrison