Cwm, LLC

Investment Advisor
in Vincennes, IN

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About this Advisor

Clifford York is a financial advisor based out of Vincennes, Indiana who has 8 years of industry experience. York currently works for Cwm, LLC. Throughout their career, York has worked at Regions Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Lpl Financial, Cwm, LLC and Cetera Advisor Networks LLC. York has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Indiana and Texas. Cwm, LLC is a business operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in total assets between its 96,956 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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

626 Veteran Drive
Vincennes, IN 47591

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Cwm, LLC Brokerage Details

Total Assets Under Management


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


IN Average: 226
Total Number of Accounts


IN Average: 7,467
Average Account Size


IN Average: $264,928

Investment Advisory Services

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

Clifford York Work History

Clifford has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Cetera Advisor Networks LLC

2016 - Present (8 years)

Cwm, LLC

2014 - 2014 (< 1 year)

Cetera Investment Advisers LLC

2014 - 2017 (3 years)

Lpl Financial

2013 - 2014 (1 year)

Regions Bank

2013 - 2014 (1 year)

Cetera Investment Services

*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.


Please visit the SEC profile of Clifford York 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

Odaro Aisueni
Omaha, NE
Benjamin Rosholt
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Timothy Hall
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Camille Koppenberg
Omaha, NE
Paul Boudwin
Houston, TX

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

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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.

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