Mark
Petersen

Cwm, LLC

CRD#2225759
Investment Advisor
in Omaha, NE

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About this Advisor

Mark Petersen is a certified financial planner operating in Omaha, Nebraska with a total of 12 years of relevant experience. Petersen is currently employed by Cwm, LLC. They have worked at Cwm, Llc for their total career. Petersen maintains a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in Nebraska and Texas. Cwm, LLC is a registered investment firm headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 advisors. It oversees $20 billion in assets under management among its 96,956 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth investors who have at least $1 million in assets. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules depend on which services are offered. However, fees charged by Cwm, LLC likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 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

Mark Petersen Work History

Mark has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Carson Wealth Management 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 Mark Petersen 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

Patrick Healy
Omaha, NE
Odaro Aisueni
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Timothy Hall
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Timothy Avila
Yuma, AZ
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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