Nicholas
Rawlins
Cwm, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nicholas Rawlins is a financial advisor working in Omaha, Nebraska with a total of 3 years of relevant experience. Rawlins currently works for Cwm, LLC. During their career, the advisor has held roles at Rentacrate Enterprises, LLC, Modern Material Services, LLC, Carpenter Technology - Dynamet, Inc, Schneider Downs, Washington Financial Bank, Cwm, LLC Dba Carson Partners, Cetera Advisor Networks, Red Bird Properties, LLC, Washington County Transportation Authority, Trinity Youth Baseball and Red Bird Services, LLC. Rawlins has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Cwm, LLC is a registered investment business that has its headquarters in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 advisors. It controls $20 billion in assets across its 96,956 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm performs 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 fees usually vary depending on which services are provided. However, fee types billed by Cwm, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Nicholas Rawlins Work History
Nicholas has been registered as a financial advisor for 3 years.*
Red Bird Services, LLC
Washington Financial Bank
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Red Bird Properties, LLC
Washington County Transportation Authority
Cetera Advisor Networks
Trinity Youth Baseball
Rentacrate Enterprises, LLC
Modern Material Services, LLC
Carpenter Technology - Dynamet, Inc
Schneider Downs
*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 Nicholas Rawlins 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
Yuma, AZ
Houston, TX
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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.