Lindsey
Toole

Cwm, LLC

CRD#4608823
Investment Advisor
in Omaha, NE

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About this Advisor

Lindsey Toole is a financial advisor who works in Omaha, Nebraska who has 3 years of relevant experience. Toole is currently employed by Cwm, LLC. Over the course of their career, Toole has held roles at Suntrust, Wells Fargo Advisors, Matthew Lytell, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Lpl Financial LLC, Independent Financial Partners, Private Advisor Group, LLC, Carson Wealth Management and Cetera Advisor Networks. Toole maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas. Cwm, LLC is a registered investment business based in Omaha, NE. The company has offices in 165 locations and a total of 1,111 advisors. It manages $20 billion in total assets across its 96,956 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. Cwm, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules depend on which service is offered. However, fees charged by Cwm, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

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

Lindsey Toole Work History

Lindsey has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Carson Wealth Management

2020 - Present (4 years)

Cetera Advisor Networks

2019 - 2019 (< 1 year)

Private Advisor Group, LLC

2015 - 2019 (4 years)

Lpl Financial LLC

2015 - 2019 (4 years)

Independent Financial Partners

2014 - 2015 (1 year)

Matthew Lytell

2014 - 2015 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2015 (1 year)

Northwestern Mutual Wealth Management Company

2013 - 2014 (1 year)

Suntrust

2009 - 2013 (4 years)

Wells Fargo Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lindsey Toole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

Benjamin Rosholt
Omaha, NE
Randy Harrison
Omaha, NE
Jonathan Moyer
Doylestown, PA
Tricia De Haan
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Paul Boudwin
Houston, TX
Chad Focht
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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