Cole
David

Cwm, LLC

CRD#6970213
Investment Advisor
in Omaha, NE

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About this Advisor

Cole David is a financial advisor based out of Omaha, Nebraska, who has 10 years of experience as a financial advisor. David is an advisor for Cwm, LLC. Over the course of their career, they have held roles at Cwm, LLC, Texas Christian University and Amarillo High School. David maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Nebraska. Cwm, LLC is a registered investment business that has its headquarters in Omaha, Nebraska. The investment advisory business has offices in 123 locations and a total of 424 financial advisors. It has $12 billion in assets among its 58,973 accounts, making it one of the biggest firms in the country by assets under management. Of its 58,973 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Cwm, LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually depend on the financial services offered. However, fee types billed by Cwm, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

10 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

13321 California Street, Suite 100
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

NE Average: 226
Total Number of Accounts

58,973

NE Average: 7,467
Average Account Size

$201,737

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 10 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

Jonathan Mullins
Johnson City, TN
John Harty
San Rafael, CA
Patrick Healy
Norwell, MA
Hussein Elgohary
Omaha, NE
Robert Papa
Franklin Lakes, NJ
Morgan Snow
Centerville, UT
Zachary Reeg
Omaha, NE
Jaclyn Hissick
Milldale, CT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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

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