Cwm, LLC

Investment Advisor
in Omaha, NE

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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

Series 66

Years of Experience

10 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

13321 California Street, Suite 100
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management


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


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


NE Average: $264,928

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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.

2018 - Present (4 years)

Carson Group Investing, LLC

2018 - Present (4 years)

Carson Group Brokerage LLC

2017 - Present (5 years)

Cetera Advisor Networks LLC

2014 - Present (8 years)

Peak Advisor Alliance

2012 - Present (10 years)

Cwm, LLC

2011 - Present (11 years)

Carson Wealth Management Group

2011 - Present (11 years)

Carson Institutional Alliance

2011 - 2017 (6 years)

Lpl Financial LLC

2010 - 2011 (1 year)

Conklin Company Inc


Aaron Schaben has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Tammy Rasplicka
Omaha, NE
Breanne Vugteveen
Grand Rapids, MI
Aaron Schaben
Omaha, NE
Tyler Roach
Omaha, NE
Kristen Rainone
Kissimmee, FL
Shayla Kriha
Omaha, NE
Sonu Varghese
Omaha, NE
Robert Papa
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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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