Cwm, LLC

Investment Advisor
in Omaha, NE

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About this Advisor

Benjamin Rosholt is a certified financial planner operating in Omaha, Nebraska with a total of 3 years of industry experience. Rosholt currently works for Cwm, LLC. The advisor has gained experience at Cetera Advisor Networks LLC, Dreamscape Planning, Cwm, LLC, Ovation Wealth Advisors and Advisornet Wealth Management. Rosholt maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Cwm, LLC is a registered investment firm based out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It manages $20 billion in assets among its 96,956 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cwm, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. Fees charged by Cwm, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations


Years Registered*

3 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


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

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Benjamin Rosholt Work History

Benjamin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cwm, LLC

2020 - Present (4 years)

Ovation Wealth Advisors

2017 - 2020 (3 years)

Dreamscape Planning

2017 - 2020 (3 years)

Advisornet Wealth Management

2013 - 2020 (7 years)

Cetera Advisor Networks 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.


Please visit the SEC profile of Benjamin Rosholt 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

Timothy Hall
Omaha, NE
Dean Bertsch
Sioux Falls, SD
Kandace Gordy
Cedar Rapids, IA
Paul Boudwin
Houston, TX
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Timothy Avila
Yuma, AZ
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

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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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