Cole
David

Cwm, LLC

CRD#6970213
Investment Advisor
in Omaha, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Cole David is a financial advisor working in Omaha, Nebraska, with 12 years of financial industry experience. David is an employee of Cwm, LLC. The advisor has gained experience at Cwm, LLC, Texas Christian University and Amarillo High School. David maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Texas. Cwm, LLC is a financial advisory company that has its headquarters in Omaha, Nebraska. It has offices in 165 locations and a total of 990 people on staff. It oversees $20 billion in assets under management among its 82,314 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 82,314 customer accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is provided. Fees billed by Cwm, LLC can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

12 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

Disclosures

No

Office Location

14600 Branch St.
Omaha, NE 68154

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

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

990

NE Average: 226
Total Number of Accounts

82,314

NE Average: 7,467
Average Account Size

$242,355

NE Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Cole David Work History

Cole has 12 years of experience.

2019 - Present (3 years)

Cwm, LLC

2015 - 2019 (4 years)

Texas Christian University

2010 - 2015 (5 years)

Amarillo High School

Disclosures

Cole David has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Robert Dumas
Thibodaux, LA
Scott Conroy
Omaha, NE
Ryan Ovenden
Sioux Falls, SD
Randall Loemker
Omaha, NE
J Cameron Zabko
Omaha, NE
Jackson Dewbre
Yuma, AZ
Randy Harrison
Omaha, NE
Russell Nieland
Omaha, NE

The content in this profile was updated by SmartAsset on 04/01/2022 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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started