Joseph
Midollo
Cwm, LLC
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About this Advisor
Joseph Midollo is a financial advisor working out of Omaha, Nebraska. Midollo is on the advisory team at Cwm, LLC. Over the course of their career, Midollo has held roles at Gold Family Wealth, Life Time Athletic, National Life Group, The Marist Institute For Public Opinion, Marist College, Primary Succession Capital LLC, Louis M. Klein Middle School, Harrison High School and Silver Lake Recreational Camp. Midollo holds a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Connecticut. Cwm, LLC is a registered investment business operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It handles $20 billion in assets under management across its 96,956 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cwm, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Cwm, LLC can consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Midollo Work History
Joseph has been registered as a financial advisor for 0 years.*
Gold Family Wealth
Primary Succession Capital LLC
National Life Group
Marist College
Life Time Athletic
The Marist Institute For Public Opinion
Marist College
Silver Lake Recreational Camp
Silver Lake Recreational Camp
Harrison High School
Silver Lake Recreational Camp
Louis M. Klein Middle School
*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 Joseph Midollo 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
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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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