Scott
Cadwell
Cwm, LLC
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About this Advisor
Scott Cadwell is a certified financial planner who works in Omaha, Nebraska who has 5 years of industry experience. Cadwell is an employee of Cwm, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Carson Wealth, Cwm, LLC, Cetera Advisor Networks LLC and Cadwell Wealth Asset Management, LLC. Cadwell has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Cwm, LLC is an advisory company that has its headquarters in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It controls $20 billion in assets under management between its 96,956 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 96,956 accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets. Cwm, LLC provides a number 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 services the firm provides the client. However, fee types billed by Cwm, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Scott Cadwell Work History
Scott has been registered as a financial advisor for 5 years.*
Carson Wealth
Cwm, LLC
Cetera Advisor Networks LLC
Cadwell Wealth Asset Management, LLC
Lpl Financial, LLC
*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 Scott Cadwell 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
Omaha, NE
Sioux Falls, SD
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
