CWM, LLC ACTIVE IA

Key facts

FINRA firm ID

155344

Firm name

CWM, LLC

Other names / DBAs

22 WEALTH MANAGEMENT; RETIREMENT EXTENDER; RBV WEALTH MANAGEMENT; RANDALL & POBAR, LLC; PRICE FINANCIAL GROUP; PREMIER WEALTH MANAGEMENT GROUP; PLATINUM WEALTH MANAGEMENT; PINNACLE WEALTH; PINNACLE FINANCIAL GROUP; PILLAR FINANCIAL ADVISORS; PETERMAN FINANCIAL GROUP, INC.; PETERMAN FINANCIAL GROUP; PESTA & PESTA WEALTH MANAGEMENT; PARSONS WEALTH MANAGEMENT; PARISH WEALTH PARTNERS; PANGEA WEALTH; OVATION WEALTH ADVISORS; OSL, INC; OLIVIER GROUP INNOVATIVE WEALTH PLANNERS; OGDEN WEALTH; OAKESON STEINER WEALTH & RETIREMENT; NWCM; NICHOLS WEALTH PARTNERS; NETWORTH FINANCIAL, INC; NESSO WEALTH; NAVION FINANCIAL ADVISORS; NAVIGUIDE WEALTH PARTNERS, INC.; NAUTICA WEALTH ADVISORS; MORGAN WEALTH; MITLIN FINANCIAL; MELERINE WEALTH MANAGEMENT; MEIKLE FINANCIAL GROUP; MEATH WEALTH ADVISORS; MAMMOTH FINANCIAL; MAIN STREET FINANCIAL LIFE ADVISORS, LLC; MAG WEALTH MANAGEMENT; LUND WEALTH MANAGEMENT; LOTUS BRIDGE WEALTH MANAGEMENT; LIONS GATE WEALTH MANAGEMENT, LLC; LIONS GATE WEALTH; LATITUDE WEALTH MANAGEMENT; LATITUDE WEALTH; LANE BROTHERS INVESTMENT COUNSEL; LANE BROTHERS & COMPANY, INC; LANE BROTHERS & CO.; LACLEDE PRIVATE CAPITAL; KUHLMANN FINANCIAL; KEYSTONE FINANCIAL; KANAI WEALTH MANAGEMENT GROUP; KABAREC FINANCIAL ADVISORS; JON BAKER FINANCIAL GROUP; JACOB WILLIAM ADVISORY; INTEGRATED WEALTH MANAGEMENT; HORIZON FINANCIAL GROUP; HOLLAR WEALTH; HOFFMEYER WEALTH MANAGEMENT; HIRST FINANCIAL INDEPENDENCE PLANNING; HERITAGE FINANCIAL; HARRISON WALLACE FINANCIAL GROUP, LTD; HARRISON WALLACE; HARBOR WEALTH MANAGEMENT; HAL-OTEY FINANCIAL; HAL OTEY FINANCIAL WEALTH MANAGEMENT & RETIREMENT PLANNING; GWA; GRIMM-SCHLIPMAN FINANCIAL; GRAVES FINANCIAL WEALTH MANAGEMENT; GRANITE WEALTH STRATEGIES; GOLD FAMILY WEALTH; GERTSEMA WEALTH ADVISORS; GERTSEMA WEALTH; GEIST FAMILY WEALTH; GAAM WEALTH ADVISORS, INC.; FURSTENAU FINANCIAL; FORTIS FINANCIAL PARTNERS; FLP FINANCIAL; FLASHPOINT FINANCIAL SERVICES; FINANCIAL MANAGEMENT INC.; FINANCIAL INDEPENDENCE PLANNING, INC.; FINANCIAL IMPACT ADVISORS; FFR WEALTH TEAM; FCM FINANCIAL PLANNING; FCM FINANCIAL; FAMILY WEALTH MANAGEMENT GROUP; EQUITY PLANNING INC; EQUANIMITY WEALTH MANAGEMENT; ENTIRETY; DYNAMIC LEGACY PLANNING; DSF WEALTH MGMT; DSF WEALTH MANAGEMENT, LLC; DRIVEN WEALTH STRATEGIES; DORHOUT RETIREMENT SERVICES; DILLON WEALTH MANAGEMENT GROUP; DIAMOND WEALTH MANAGEMENT; DIAMOND WEALTH ADVISORS; DENVER CAPITAL GROUP; CWMG-WEST DES MOINES; CWMG - WALTHAM; CWMG - COLORADO SPRINGS; CWMG; CWM, LLC; CULTIVATE WEALTH, LLC; CRESCENT FINANCIAL ADVISORS; CORNERSTONE WEALTH MANAGEMENT GROUP; CORNERSTONE WEALTH ADVISORS; CONCIERGE WEALTH MANAGEMENT GROUP; COLLECTIVE ADVISORS; CODY FINANCIAL ADVISORS; CLEAR RESOURCE GROUP; CLARITY WEALTH; CHESSMAN WEALTH STRATEGIES; CARSON WEALTH-TRUE NORTH FINANCIAL; CARSON WEALTH-THE SHOBE FINANCIAL GROUP; CARSON WEALTH-FISHER FINANCIAL ADVISORS; CARSON WEALTH MANAGEMENT GROUP; CARSON WEALTH; CARSON PARTNERS; CARSON INSTITUTIONAL ALLIANCE (CIA); CARSON INSTITUTIONAL; CARSON GROUP PARTNERS; CARSON GROUP HOLDINGS; CARSON GROUP; CARSON; CADWELL WEALTH; BUTTERWORTH FINANCIAL GROUP; BUCKLEY INVESTMENT GROUP, LLC; BUCKLEY; BRIDGES PRIVATE WEALTH; BOSTON RETIREMENT GROUP; BMY WEALTH MANAGEMENT GROUP; BMY WEALTH; BLUEPRINT WEALTH MANAGEMENT; BLOOM WEALTH ADVISORS; BIXLER FINANCIAL; BENDER FINANCIAL; BARRINGTON WEALTH MANAGEMENT; BAIN WEALTH MANAGEMENT; AVERY WEALTH, INC.; ASSET ADVISORS, LLC; ASPIRE FINANCIAL PLANNING; ART OF WEALTH MANAGEMENT; ARS INVESTMENT ADVISORS, INC.; ARMSTRONG PURSELLEY WEATH MANAGEMENT GROUP; ARMSTRONG PURSELLEY WEALTH MANAGEMENT; APTUS WEALTH PLANNING; APTUS WEALTH MANAGEMENT GROUP; APPLIED FINANCIAL PLANNING; APPLIED FINANCIAL; ALLGOOD FINANCIAL ADVISORY; ALEXANDER LEGACY PRIVATE WEALTH; ALBRITTON FINANCIAL SERVICES; AGRILLO FINANCIAL GROUP; ADVANCED RETIREMENT STRATEGIES; ABUNDANT LIFE FINANCIAL; ABBS RETIREMENT PLANNING ADVISORS; ABARIS FINANCIAL GROUP, LLC; ABARIS FINANCIAL GROUP; AAM FINANCIAL PLANNING AND INVESTMENTS; 360° WEALTH ADVISOR...

IA scope

ACTIVE

SEC IA file

801-72037

Branches

794

Disclosure events

No

HQ

OMAHA, NE, 68154, United States

Run KYC screen

Check CWM, LLC across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗