Lewis
Young
Cwm, LLC
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About this Advisor
Lewis Young is a financial advisor working out of Omaha, Nebraska with 1 year of industry experience. Young is an employee of Cwm, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Newedge Advisors, LLC (Gwm Advisors, LLC), Cwm, LLC Dba Carson Partners, Cwm, LLC Dba Carson Group Holdings, Cetera Advisor Networks, Sigma Financial Corporation and Sigma Planning Corporation. Young maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana and Nebraska. Cwm, LLC is a financial advisory firm based in Omaha, NE. It has offices in 165 locations and a total of 1,111 advisors. It oversees $20 billion in total assets among its 96,956 customer accounts, making it one of the largest firms in the country by assets under management. Of its 96,956 accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. Cwm, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on the type of services. Fee types billed by Cwm, LLC likely are comprised 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
Lewis Young Work History
Lewis has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Cwm, LLC Dba Carson Partners
Cwm, LLC Dba Carson Group Holdings
Lpl Financial, LLC
Newedge Advisors, LLC (Gwm Advisors, LLC)
Sigma Financial Corporation
Sigma Planning Corporation
*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 Lewis Young 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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