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Luke Daniel Eberly

Cwm, LLC

Golden Valley, MN

Omaha, NE

Anchorage, AK

CRD 7159089

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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
AK RA APPROVED 2025-09-23
MN RA APPROVED 2025-09-23
  • AK RA
    APPROVED
    Since 2025-09-23
  • MN RA
    APPROVED
    Since 2025-09-23

Branch Locations

5105 Hampton Rd, Golden Valley, MN 55422 • United States

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

431 W 7Th Avenue, Ste. 100, Anchorage, AK 99501 • 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
Noltec Systems Lino Lakes MN 09/2016 09/2018
Broekema Beltway Pine City MN 03/2015 09/2016
Unemployed Minneapolis MN 09/2018 07/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2019 11/2019
Northwestern Mutual Investment Services Llc Lake Elmo MN 10/2019 11/2019
Accredited Investors Edina MN 02/2020 07/2025
Shilanski & Associates, Inc. Anchorage AK 09/2025 Present
Cwm, Llc Omaha NE 09/2025 Present
  • 09/2016 → 09/2018
    Noltec Systems
    Lino Lakes, MN
  • 03/2015 → 09/2016
    Broekema Beltway
    Pine City, MN
  • 09/2018 → 07/2019
    Unemployed
    Minneapolis, MN
  • 10/2019 → 11/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2019 → 11/2019
    Northwestern Mutual Investment Services Llc
    Lake Elmo, MN
  • 02/2020 → 07/2025
    Accredited Investors
    Edina, MN
  • 09/2025 → Present
    Shilanski & Associates, Inc.
    Anchorage, AK
  • 09/2025 → Present
    Omaha, NE
Previous Registrations
  • 2025-08-22 → 2025-12-31
    Shilanski & Associates, Inc.
    Anchorage, AK
    Golden Valley, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2019-09-25
Designations
  • Certified Financial Planner
Other Names
  • Luke D Eberly

View on SEC IAPD

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