Daniel
Barker

Cwm, LLC

CRD#2872437
Investment Advisor
in Omaha, NE

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About this Advisor

Daniel Barker is a financial advisor operating in Omaha, Nebraska who has 10 years of industry experience. Barker is on the advisory team at Cwm, LLC. The advisor has gained experience at Linsco/Private Ledger Corp.(F.K.A Lpl Financial, LLC), Cetera Advisor Networks LLC, Forth Worth Basketball Officials Association, Pinnacle Financial Group and Cwm, LLC. Barker holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Cwm, LLC is a financial advisory business operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It has $20 billion in assets among its 96,956 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cwm, LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely vary depending on the services offered. Fees billed by Cwm, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

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

Daniel Barker Work History

Daniel has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Forth Worth Basketball Officials Association

2017 - Present (7 years)

Cetera Advisor Networks LLC

2013 - Present (11 years)

Cwm, LLC

2004 - 2017 (13 years)

Linsco/Private Ledger Corp.(F.K.A Lpl Financial, LLC)

2004 - 2018 (14 years)

Pinnacle Financial Group

*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.

Disclosures

Please visit the SEC profile of Daniel Barker 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

Kandace Gordy
Cedar Rapids, IA
Paul Boudwin
Houston, TX
Daniel Streetman
Omaha, NE
Timothy Avila
Yuma, AZ
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Jaymon Meikle
Omaha, NE
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 profile-compliance@smartasset.com.

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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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