Cwm, LLC

Investment Advisor
in Yuma, AZ

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About this Advisor

Shawn Mckeown is an advisor in Yuma, Arizona. Currently a registered advisor with Cwm, LLC, Mckeown has 19 years of professional experience in the financial advisory industry. Mckeown has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Mckeown is registered to serve investors in Arizona and Texas. Over the course of their career, they have held roles at Union Pacific Railroad, United States Navy, Lpl Financial, LLC, Private Advisor Group, LLC and Cwm, LLC. Cwm, LLC is located in Yuma, Arizona, and has 123 other locations in the nation. As an advisor firm, Cwm, LLC manages $12 billion in assets throughout 58,973 client accounts and retains more than 424 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 58,932 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Cwm, LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

182 E 16Th St. Suite D
Yuma, AZ 85364

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Cwm, LLC Brokerage Details

Total Assets Under Management


AZ Average: $1,978,216,465
Total Number of Employees


AZ Average: 226
Total Number of Accounts


AZ Average: 7,467
Average Account Size


AZ Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Shawn Mckeown Work History

Shawn has 19 years of experience.

2019 - Present (2 years)

Cwm, LLC

2018 - 2019 (1 year)

Private Advisor Group, LLC

2016 - 2019 (3 years)

Lpl Financial, LLC

2014 - 2015 (1 year)

Union Pacific Railroad

2001 - 2012 (11 years)

United States Navy


Shawn Mckeown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Sonu Varghese
Omaha, NE
Tammy Rasplicka
Omaha, NE
Patrick Healy
Norwell, MA
Jonathan Mullins
Johnson City, TN
Robert Papa
Franklin Lakes, NJ
Christopher Schuler
Green Bay, WI
Breanne Vugteveen
Grand Rapids, MI
Jaclyn Hissick
Milldale, CT

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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