Nolan
Schultz
Cwm, LLC
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About this Advisor
Nolan Schultz is a certified financial planner based in Omaha, Nebraska with a total of 2 years of relevant experience. Schultz is an employee of Cwm, LLC. Throughout their career, Schultz has worked at Charles Schwab & Co., Inc, Igloo Frozen Custard, Centerpoint Wealth Management, LLC, Target, Yo Joy Frozen Yogurt, Purdue University, Carmel High School, Charles Schwab Bank, Ssb, Epicurus Holdings LLC, Cwm, LLC Dba Carson Wealth, Cwm, LLC Dba Carson Partners and Cetera Advisor Networks. Schultz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Cwm, LLC is an advisory business operating out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It has $20 billion in assets between its 96,956 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services usually depend on the financial services offered. Fee types billed by Cwm, LLC can include any combination 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
Nolan Schultz Work History
Nolan has been registered as a financial advisor for 2 years.*
Epicurus Holdings LLC
Cwm, LLC Dba Carson Wealth
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Igloo Frozen Custard
Centerpoint Wealth Management, LLC
Target
Target
Target
Purdue University
Yo Joy Frozen Yogurt
Carmel High School
*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 Nolan Schultz 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.
