Brian Lee Swanson

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

• 10/2006 → 01/2025
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2006 → 01/2025
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → 01/2025
  First Command Advisory Services
  Fort Worth, TX
• 01/2025 → Present
  Cwm, Llc
  Omaha, NE
• 01/2025 → Present
  Diamond Wealth
  Falls Church, VA

Previous Registrations

• 2015-12-15 → 2025-03-03
  First Command Advisory Services
  Fort Worth, TX
  Alexandria, VA
  Fort Worth, TX
  Vienna, VA
• 2007-01-04 → 2015-12-15
  First Command Brokerage Services, Inc.
  Alexandria, VA
  Vienna, VA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 5/12/2014 APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-12-12
• S65 Uniform Investment Adviser Law Examination
  2006-11-28

Designations

• Certified Financial Planner