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Scott William Keegan

Cwm, LLC

Omaha, NE

St. Joseph, MO

CRD 7337966

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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
MO RA APPROVED 2021-02-25
  • MO RA
    APPROVED
    Since 2021-02-25

Branch Locations

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

2425 N Woodbine Road, Suite B & E, St. Joseph, MO 64506 • 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
Chick-Fil-A St. Joseph MO 05/2013 02/2020
Missouri Department Of Revenue Kansas City MO 02/2020 12/2020
Gertsema Wealth Advisors Saint Joseph MO 01/2021 10/2022
Gertsema Wealth Advisors St. Joseph MO 10/2022 Present
Cwm, Llc Omaha NE 01/2021 Present
  • 05/2013 → 02/2020
    Chick-Fil-A
    St. Joseph, MO
  • 02/2020 → 12/2020
    Missouri Department Of Revenue
    Kansas City, MO
  • 01/2021 → 10/2022
    Gertsema Wealth Advisors
    Saint Joseph, MO
  • 10/2022 → Present
    Gertsema Wealth Advisors
    St. Joseph, MO
  • 01/2021 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-25
  • S65 Uniform Investment Adviser Law Examination
    2021-02-25

View on SEC IAPD

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