Best Investors Account Sign in
Inactive

Garrett Mclean Mcgovern

Cwm, LLC

Omaha, NE

Chicago, IL

Fernandina Beach, FL

CRD 6678946

Claim This Profile
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
TX RA APPROVED 2023-12-13
FL RA APPROVED 2021-10-12
IL RA APPROVED 2020-12-18
  • TX RA
    APPROVED
    Since 2023-12-13
  • FL RA
    APPROVED
    Since 2021-10-12
  • IL RA
    APPROVED
    Since 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

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
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
  • 03/2016 → 02/2018
    Barrington Wealth Management
    Barrington, IL
  • 02/2018 → Present
    Barrington Wealth Management
    Chicago, IL
  • 08/2013 → 06/2017
    Fordham University
    Bronx, NY
  • 12/2020 → Present
    Omaha, NE
Other Businesses

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

Designations
  • Certified Financial Planner

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor