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Eli Daugs

Cwm, LLC

Omaha, NE

Nashville, TN

Nashville, TN

CRD 7564856

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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
IL RA APPROVED 2024-10-01
TN RA APPROVED 2024-08-12
NE RA APPROVED 2024-04-08
  • IL RA
    APPROVED
    Since 2024-10-01
  • TN RA
    APPROVED
    Since 2024-08-12
  • NE RA
    APPROVED
    Since 2024-04-08

Branch Locations

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

Nashville, TN • United States

209 10Th Avenue South, Nashville, TN 37203 • 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 Group Omaha NE 08/2023 10/2024
University Of Tampa Tampa FL 08/2019 07/2023
Mundelein Highschool Mundelein IL 08/2017 06/2019
Carmel Catholic Highschool Mundelein IL 08/2015 06/2017
Carson Group Omaha NE 06/2022 08/2022
Cwm, Llc Omaha NE 03/2024 Present
Harrison Wallace Financial Group, Ltd Libertyville IL 10/2024 Present
  • 08/2023 → 10/2024
    Carson Group
    Omaha, NE
  • 08/2019 → 07/2023
    University Of Tampa
    Tampa, FL
  • 08/2017 → 06/2019
    Mundelein Highschool
    Mundelein, IL
  • 08/2015 → 06/2017
    Carmel Catholic Highschool
    Mundelein, IL
  • 06/2022 → 08/2022
    Carson Group
    Omaha, NE
  • 03/2024 → Present
    Cwm, Llc
    Omaha, NE
  • 10/2024 → Present
    Harrison Wallace Financial Group, Ltd
    Libertyville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-13
  • S65 Uniform Investment Adviser Law Examination
    2024-03-13

View on SEC IAPD

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