Cwm, LLC

Investment Advisor
in Omaha, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Streetman is a certified financial planner based in Omaha, Nebraska with 3 years of industry experience. Streetman is currently employed by Cwm, LLC. Throughout their career, they have worked at E*Trade Securities LLC, Grand Hyatt, Financial Architects, LLC, Qos Inc, Woodbury Financial Services Inc, Jon Baker Financial Group, Carson Wealth and Cwm, LLC. Streetman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Nebraska. Cwm, LLC is a financial advisory company that has its headquarters in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 financial advisors. It manages $20 billion in assets under management between its 96,956 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on which service is provided. Fees billed by Cwm, LLC most likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations


Years Registered*

3 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

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


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

Investment Advisory Services

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

Daniel Streetman Work History

Daniel has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Carson Wealth

2015 - Present (9 years)

Cwm, LLC

2015 - 2020 (5 years)

Woodbury Financial Services Inc

2015 - 2022 (7 years)

Jon Baker Financial Group

2014 - 2015 (1 year)

Financial Architects, LLC

2013 - 2013 (< 1 year)

E*Trade Securities LLC

2013 - 2013 (< 1 year)

Grand Hyatt

2013 - 2016 (3 years)

Qos Inc

*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.


Please visit the SEC profile of Daniel Streetman 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

Odaro Aisueni
Omaha, NE
Benjamin Rosholt
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Timothy Hall
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Camille Koppenberg
Omaha, NE
Paul Boudwin
Houston, TX

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.

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. 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