Cwm, LLC

Investment Advisor
in Omaha, NE

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About this Advisor

Kristen Rainone is a financial advisor operating in Omaha, Nebraska who has 5 years of industry experience. Rainone is on the advisory team at Cwm, LLC. Throughout their career, Rainone has worked at Tdameritrade, Inc, Cadwell Wealth Asset Management, LLC, Lpl Financial LLC, Cetera Advisor Networks LLC, Cwm, LLC and Td Ameritrade. Rainone maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Cwm, LLC is a company headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in assets across its 96,956 accounts, making it one of the biggest 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 at least $1 million in assets available to invest. Cwm, LLC has a broad set 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 are based on which services the firm provides the client. Fee types billed by Cwm, LLC likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

5 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

Investment Advisory Services

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

Kristen Rainone Work History

Kristen has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Cadwell Wealth Asset Management, LLC

2018 - Present (5 years)

Cetera Advisor Networks LLC

2018 - Present (5 years)

Cwm, LLC

2018 - 2018 (< 1 year)

Lpl Financial LLC

2015 - 2018 (3 years)

Td Ameritrade

2014 - 2015 (1 year)

Tdameritrade, 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 Kristen Rainone 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

Gregory Villagomez
Nevada, MO
Joseph Delmonte
Mooresville, NC
Kandace Gordy
Cedar Rapids, IA
Jonathan Moyer
Doylestown, PA
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Daniel Streetman
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

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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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