Russell Grant 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

• 02/2012 → 12/2017
  Tdameritrade Inc
  Omaha, NE
• 01/2018 → 04/2018
  Lpl Financial, Llc
  Cedar Rapids, IA
• 01/2018 → 04/2018
  Private Advisor Group, Llc
  Cedar Rapids, IA
• 04/2018 → Present
  Cwm, Llc
  Omaha, NE
• 01/2018 → 04/2018
  Tn Weber Nieland
  Cedar Rapids, IA
• 05/2018 → 09/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2018 → Present
  Carson Wealth
  Omaha, NE

Previous Registrations

• 2018-05-02 → 2019-09-16
  Cetera Wealth Services, Llc
  Cedar Rapids, IA
  Omaha, NE
• 2018-01-24 → 2018-05-15
  Lpl Financial Llc
  Cedar Rapids, IA
• 2018-01-27 → 2018-04-30
  Private Advisor Group, Llc
  Cedar Rapids, IA
  Morristown, NJ
• 2012-04-04 → 2018-01-11
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2012-04-04 → 2018-01-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2012-03-29

Designations

• Certified Financial Planner

Other Names

• Grant Nieland