Daniel Vicente Leal Restrepo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, NE
• 06/2018 → Present
  Nebraska School Of Gymnastics
  Lincoln, NE
• 05/2014 → 08/2018
  University Of Nebraska Lincoln
  Lincoln, NE
• 02/2019 → 03/2021
  Bank Of America, N.A.
  Lincoln, NE
• 03/2021 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2019-05-14 → 2021-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, NE

Other Businesses

For profit or not for profit: For profit Name of outside business organization: Nebraska School of Gymnastics Investment related: No Address of business (city and state only): Lincoln Nebraska Nature of business: Gymnastics club gym Position, title, association: Coach Start date of relationship: June 2018 Number of hours devoted: 20 hrs/week Number of hours devoted during trading hours: 0 Duties: Gymnastics coach of the Optionals team levels 7 through 10. I*120306 For profit or not for profit: For-Profit Organization Name of outside business organization: Nebraska School Of Gymnastics Investment related: N Address of business: lincoln, Nebraska 68508 Nature of business: Corporation, Position, title, association: Other, coach Start date of relationship: 6/11/2018 Number of hours devoted: 80 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Gymnastics coach I*124299 For profit or not for profit: Non-Profit Organization Name of outside business organization: El Centro de las Americas Investment related: N Address of business: Lincoln, Nebraska 68508 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: As a board member I will volunteer at el centro where I will help children with their school work as well as participating in events for the latino community

Exams

• S66 Uniform Combined State Law Examination
  2019-05-09

Designations

• Certified Financial Planner

Other Names

• Daniel Vicente Leal Restrepo
• Daniel Leal
• Daniel Vincente Leal
• Daniel Vicente Leal