Noah
Kingston

Cwm, LLC

CRD#7284039
Investment Advisor
in Omaha, NE

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About this Advisor

Noah Kingston is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Noah has previously held positions at Td Ameritrade, Np Dodge Property Management, Austad's Golf, Full-Time Education, Full-Time Student, Lancaster County Sheriff's Office, Np Dodge Management Company, Cwm, LLC Dba Carson Group Holdings, and Cetera Advisor Networks LLC. Noah has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Noah is part of Cwm, LLC, which operates out of Omaha, Nebraska. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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 Street
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

NE Average: 226
Total Number of Accounts

110,327

NE Average: 7,467
Average Account Size

$242,682

NE Average: $264,928

Investment Advisory Services

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

Noah Kingston Work History

2023 - Present (1 year)

Cwm, LLC Dba Carson Group Holdings

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - 2023 (< 1 year)

Cetera Advisor Networks LLC

2021 - 2021 (< 1 year)

Lancaster County Sheriff'S Office

2021 - 2023 (2 years)

Np Dodge Management Company

2020 - 2020 (< 1 year)

Td Ameritrade

2020 - 2021 (1 year)

Np Dodge Property Management

2018 - 2020 (2 years)

Np Dodge Property Management

2017 - 2018 (1 year)

Austad'S Golf

2016 - 2018 (2 years)

Full-Time Education

2016 - 2016 (< 1 year)

Np Dodge Property Management

2015 - 2016 (1 year)

Full-Time Student

2015 - 2015 (< 1 year)

Np Dodge Property Management

2014 - 2015 (1 year)

Full-Time Student

2014 - 2014 (< 1 year)

Np Dodge Property Management

Disclosures

Please visit the SEC profile of Noah Kingston 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

Tina Cicci
Foxboro, MA
Brian Aamlid
Sioux Falls, SD
James Kampetis
Omaha, NE
Kristen Rainone
Omaha, NE
Noah Kingston
Omaha, NE
Taylor Smithyman
Fort Atkinson, WI
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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