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
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cole David Work History
Cole has 12 years of experience.
Texas Christian University
Amarillo High School
Cole David has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Sioux Falls, SD
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