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Andrew Reisdorff

Cwm, LLC

Omaha, NE

CRD 6066380

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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-05-31
  • NE RA
    APPROVED
    Since 2019-05-31

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cls Investments Llc Omaha NE 06/2012 12/2018
Ftj Fundchoice, Llc Omaha NE 01/2019 05/2019
Cwm, Llc Omaha NE 05/2019 Present
  • 06/2012 → 12/2018
    Cls Investments Llc
    Omaha, NE
  • 01/2019 → 05/2019
    Ftj Fundchoice, Llc
    Omaha, NE
  • 05/2019 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-20
  • S65 Uniform Investment Adviser Law Examination
    2012-12-20
Other Names
  • Drew Riesdorff
  • Andrew Joseph Reisdorff

View on SEC IAPD

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