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Trent Matthew Connor

Cwm, LLC

Georgetown, TX

Omaha, NE

CRD 7506174

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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 2024-01-24
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

1629 Rivery Blvd, Suite 102, Georgetown, TX 78628 • United States

14600 Branch St., Omaha, NE 68154 • 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
Wise Counsel Wealth Management Georgetown TX 01/2022 01/2024
Southwestern University Georgetown TX 08/2018 05/2022
Cwm, Llc Omaha NE 01/2024 Present
Wise Counsel Wealth Management Georgetown TX 01/2024 Present
Langham Creek Highschool Houston TX 08/2014 06/2018
  • 01/2022 → 01/2024
    Wise Counsel Wealth Management
    Georgetown, TX
  • 08/2018 → 05/2022
    Southwestern University
    Georgetown, TX
  • 01/2024 → Present
    Cwm, Llc
    Omaha, NE
  • 01/2024 → Present
    Wise Counsel Wealth Management
    Georgetown, TX
  • 08/2014 → 06/2018
    Langham Creek Highschool
    Houston, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Georgetown, TX
EDWARD JONES · GEORGETOWN, TX
SAGE WEALTH PLANNING · GEORGETOWN, TX

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