Cwm, LLC

Investment Advisor
in Omaha, NE

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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



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

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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


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

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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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