Morgan
Lindsay

Cwm, LLC

CRD#6887126
Investment Advisor
in Omaha, NE

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About this Advisor

Morgan Lindsay is a certified financial planner operating out of Omaha, Nebraska, who has been in the financial industry for 12 years. Lindsay is currently employed by Cwm, LLC. Their career trajectory has included roles at Sportsplex, Sleekfitness and Signal Wealth Advisors. Lindsay maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Utah. Cwm, LLC is a registered investment company headquartered in Omaha, Nebraska. The investment advisory business has offices in 165 locations and a total of 990 people on staff. It manages $20 billion in assets under management across its 82,314 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 82,314 accounts, 18% are held by high-net-worth investors who have more than $1 million in assets. 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. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Cwm, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

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

Disclosures

No

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

NE Average: $1,978,216,465
Total Number of Employees

990

NE Average: 226
Total Number of Accounts

82,314

NE Average: 7,467
Average Account Size

$242,355

NE Average: $264,928

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Investment Advisory Services

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

Morgan Lindsay Work History

Morgan has 12 years of experience.

2017 - Present (5 years)

Signal Wealth Advisors

2014 - Present (8 years)

Sleekfitness

2010 - 2014 (4 years)

Sportsplex

Disclosures

Morgan Lindsay has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Daniel Adams
Kennewick, WA
J Cameron Zabko
Omaha, NE
Randall Loemker
Omaha, NE
Ryan Ovenden
Sioux Falls, SD
Dustin Ford
Omaha, NE
Robert Vettorel
Washington, PA
Robert Dumas
Thibodaux, LA
Randy Harrison
Omaha, NE

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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