Scott
Keegan

Cwm, LLC

CRD#7337966
Investment Advisor
in Omaha, NE

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About this Advisor

Scott Keegan is a financial advisor based out of Omaha, Nebraska with a total of 2 years of industry experience. Keegan is an employee of Cwm, LLC. Over the course of their career, Keegan has held roles at Chick-Fil-A, Missouri Department Of Revenue, Gertsema Wealth Advisors, Central High School and Cwm, LLC. Keegan has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Missouri. Cwm, LLC is a business based in Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It administers $20 billion in total assets among its 96,956 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 96,956 accounts, 15% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business 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 typically vary depending on the services. However, fees billed by Cwm, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Scott Keegan Work History

Scott has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Gertsema Wealth Advisors

2021 - Present (3 years)

Cwm, LLC

2021 - 2022 (1 year)

Gertsema Wealth Advisors

2020 - 2020 (< 1 year)

Missouri Department Of Revenue

2013 - 2020 (7 years)

Chick-Fil-A

2011 - 2015 (4 years)

Central High School

*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 Keegan 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

Paul Boudwin
Houston, TX
Chad Focht
Sioux Falls, SD
Daniel Streetman
Omaha, NE
Timothy Avila
Yuma, AZ
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Jaymon Meikle
Omaha, NE
Benjamin Rosholt
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.

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