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Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-23 |
Branch Locations
14600 Branch Street, Omaha, NE 68154 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jewell & Collins Law Firm | Norfolk | NE | 11/2020 | 03/2021 |
| Farm Bureau Insurance Agency | Norfolk | NE | 09/2020 | 11/2020 |
| Sibert Fitness Llc Dba Anytime Fitness | Norfolk | NE | 08/2019 | Present |
| Calmwater Financial | Norfolk | NE | 02/2019 | 06/2020 |
| Furstenau Financial | Norfolk | NE | 04/2015 | 02/2019 |
| Lpl Financial Llc | Norfolk | NE | 03/2021 | 02/2024 |
| Wcg Wealth Advisor, Llc | Norfolk | NE | 03/2022 | 02/2024 |
| Heritage Financial Services | Norfolk | NE | 02/2024 | 07/2024 |
| Midtown Event Center | Norfolk | NE | 01/2023 | 12/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2024 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | 12/2024 |
| Carson Group | Omaha | NE | 08/2024 | 12/2024 |
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2025 | 12/2025 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 01/2025 | 12/2025 |
| Loft | Omaha | NE | 09/2024 | 04/2025 |
| Carson Wealth | Omaha | NE | 12/2025 | Present |
| Cwm, Llc | Omaha | NE | 12/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 11/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SIBERT FITNESS LLC DBA ANYTIME FITNESS INVESTMENT RELATED: NO ADDRESS: 2118 MARKET LANE, SUITE 2, NORFOLK, NE 68701 NATURE OF BUSINESS: HEALTH CLUB START DATE: 8/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE BOOKKEEPING ASPECT OF THE BUSINESS; 3. NAME OF OTHER BUSINESS: MIDTOWN EVENT CENTER INVESTMENT RELATED: NO ADDRESS: 1102 RIVERSIDE BLVD, NORFOLK, NE 68701 NATURE OF BUSINESS: EVENT CENTER START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: EMPLOYEE - SERVER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SET UP TABLES/CHAIRS, SERVE FOOD AND DRINKS 4. NAME OF OTHER BUSINESS: Mutual of Omaha INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SALES START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES; Insurance Lines of Business: Life, Health, Annuities 4. NAME OF OTHER BUSINESS: LOFT INVESTMENT RELATED: NO ADDRESS: 17151 Davenport St, Omaha, NE 68118 NATURE OF BUSINESS: Retail - Clothing START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: Sales Clerk APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Clothing sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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