Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-13 |
| FL | RA | APPROVED | 2021-10-12 |
| IL | RA | APPROVED | 2020-12-18 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
225 E. Grand Avenue, Ste. 209, Chicago, IL 60611 • United States
301 Centre Street, Fernandina Beach, FL 32034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrington Wealth Management | Barrington | IL | 03/2016 | 02/2018 |
| Barrington Wealth Management | Chicago | IL | 02/2018 | Present |
| Fordham University | Bronx | NY | 08/2013 | 06/2017 |
| Cwm, Llc | Omaha | NE | 12/2020 | Present |
NAME OF BUSINESS: Hope's In NFP NATURE: Humanitarian Development START: 7/1/2017 POSITION: Board Member APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member
Reach out to this advisor