Lane Matthew Mccallum

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 08/2013 → 05/2017
  Norfolk Senior High School
  Norfolk, NE
• 06/2017 → 01/2018
  United States Air Force Academy
  Colorado Springs, CO
• 01/2018 → 12/2021
  University Of Nebraska
  Lincoln, NE
• 02/2022 → Present
  Cwa Asset Management Group
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-17