Michael
Gruidel
Cwm, LLC
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About this Advisor
Michael Gruidel is a certified financial planner working in Omaha, Nebraska who has 1 year of industry experience. Gruidel is on the advisory team at Cwm, LLC. Their career trajectory has included roles at Twin Peaks Restaurant, Clancy'S Pub & Grill, Mutual Of Omaha - Great Plains Division, Mutual Of Omaha Investor Services, Full-Time Student, Td Ameritrade, Midlands Testing Services, Cwm, LLC and Cetera Advisor Networks. Gruidel holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Cwm, LLC is a financial advisory company that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 people on staff. It manages $20 billion in assets under management across its 96,956 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules depend on which service is provided. However, fees billed by Cwm, LLC can be comprised 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
Michael Gruidel Work History
Michael has been registered as a financial advisor for 1 years.*
Cwm, LLC
Cetera Advisor Networks
Td Ameritrade
Midlands Testing Services
Mutual Of Omaha - Great Plains Division
Mutual Of Omaha Investor Services
Clancy'S Pub & Grill
Twin Peaks Restaurant
Full-Time Student
*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 Michael Gruidel 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
Omaha, NE
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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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.
