Aaron
Schaben
Cwm, LLC
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About this Advisor
Aaron Schaben is a financial advisor in Omaha, Nebraska. Currently a registered investment advisor at Cwm, LLC, they have accumulated 10 years of experience as a financial advisor. Schaben maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Schaben can operate based out of Nebraska. Throughout their career, they have worked at Conklin Company Inc, Lpl Financial LLC, Cwm, LLC, Carson Wealth Management Group, Carson Institutional Alliance, Peak Advisor Alliance, Cetera Advisor Networks LLC, Carson Group Investing, LLC and Carson Group Brokerage LLC. Cwm, LLC is located in Omaha, Nebraska, and has 123 offices in the United States. As a company, Cwm, LLC oversees $12 billion in assets throughout 58,973 client accounts and retains more than 424 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cwm, LLC Brokerage Details
$11,897,043,072
424
58,973
$201,737
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Aaron Schaben Work History
Aaron has 10 years of experience.
Carson Group Investing, LLC
Carson Group Brokerage LLC
Cetera Advisor Networks LLC
Peak Advisor Alliance
Cwm, LLC
Carson Wealth Management Group
Carson Institutional Alliance
Lpl Financial LLC
Conklin Company Inc
Disclosures
Aaron Schaben has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Omaha, NE
Grand Rapids, MI
Omaha, NE
Omaha, NE
Kissimmee, FL
Omaha, NE
Omaha, NE
Franklin Lakes, NJ
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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