Amy
Cadwell
Cwm, LLC
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About this Advisor
Amy Cadwell is a financial advisor working out of Omaha, Nebraska, who has 5 years of relevant experience. Cadwell is currently employed by Cwm, LLC. Over the course of their career, Cadwell has held roles at Owen Property Group, LLC, Lpl Financial, LLC, Cadwell Wealth Asset Management, LLC, Cwm, LLC, Cetera Advisor Networks LLC and Carson Wealth. Cadwell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Cwm, LLC is an advisory firm that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in assets under management between its 96,956 client accounts, making it one of the biggest firms in the country by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cwm, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which service is provided. However, fee types charged by Cwm, LLC most likely are comprised of any blend 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
Amy Cadwell Work History
Amy has been registered as a financial advisor for 5 years.*
Cwm, LLC
Carson Wealth
Owen Property Group, LLC
Cetera Advisor Networks LLC
Cadwell Wealth Asset Management, LLC
Lpl Financial, LLC
*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 Amy Cadwell 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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Yuma, AZ
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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