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Connor William Butler

Cwm, LLC

Omaha, NE

Valparaiso, IN

CRD 7446730

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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
TX RA APPROVED 2023-11-21
IL RA APPROVED 2021-12-18
IN RA APPROVED 2021-12-18
  • TX RA
    APPROVED
    Since 2023-11-21
  • IL RA
    APPROVED
    Since 2021-12-18
  • IN RA
    APPROVED
    Since 2021-12-18

Branch Locations

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

150 Lincolnway, Ste. 1005, Valparaiso, IN 46383 • 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
Carson Wealth Valparaiso IN 07/2021 Present
Atlas Copco Rock Hill SC 08/2017 07/2021
Wofford College Spartanburg SC 08/2013 08/2017
Cwm, Llc Omaha NE 09/2021 Present
  • 07/2021 → Present
    Carson Wealth
    Valparaiso, IN
  • 08/2017 → 07/2021
    Atlas Copco
    Rock Hill, SC
  • 08/2013 → 08/2017
    Wofford College
    Spartanburg, SC
  • 09/2021 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-18
  • S65 Uniform Investment Adviser Law Examination
    2021-12-18
Other Names
  • Connor Butler

View on SEC IAPD

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