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Inactive

Nicholas Veras

Cwm, LLC

Green Bay, WI

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-08-12
  • WI RA
    APPROVED
    Since 2024-08-12

Branch Locations

2021 S Webster Avenue, Green Bay, WI 54301 • 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
Heritage Financial Partners, Llc Green Bay WI 06/2024 08/2024
Aia Corporation Appleton WI 09/2022 04/2024
Wipfli Green Bay WI 10/2017 09/2019
Baker Tilly Appleton WI 01/2017 04/2017
University Of Wisconsin - Eau Claire Eau Claire WI 08/2012 05/2017
Heritage Financial Partners, Llc Green Bay WI 08/2024 Present
Cwm, Llc Omaha NE 08/2024 Present
Aia Corporation Appleton WI 09/2019 09/2022
Unemployed De Pere WI 06/2017 09/2017
  • 06/2024 → 08/2024
    Heritage Financial Partners, Llc
    Green Bay, WI
  • 09/2022 → 04/2024
    Aia Corporation
    Appleton, WI
  • 10/2017 → 09/2019
    Wipfli
    Green Bay, WI
  • 01/2017 → 04/2017
    Baker Tilly
    Appleton, WI
  • 08/2012 → 05/2017
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
  • 08/2024 → Present
    Heritage Financial Partners, Llc
    Green Bay, WI
  • 08/2024 → Present
    Cwm, Llc
    Omaha, NE
  • 09/2019 → 09/2022
    Aia Corporation
    Appleton, WI
  • 06/2017 → 09/2017
    Unemployed
    De Pere, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-08-03

View on SEC IAPD

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BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

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