Shayla
Kriha

Cwm, LLC

CRD#5672584
Investment Advisor
in Omaha, NE

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About this Advisor

Shayla Kriha is an investment advisor in Omaha, Nebraska. Currently a registered financial advisor at Cwm, LLC, they have accumulated 10 years of professional experience as a registered investment advisor. Kriha has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Kriha is able to operate based out of Nebraska and Texas. Their career trajectory has included roles at Carson Wealth Management Group, Lpl Financial, LLC and Cwm, LLC. Cwm, LLC is headquartered in Omaha, Nebraska, and operates out of 123 locations in the country. As a firm, Cwm, LLC oversees $12 billion in assets across 58,973 client accounts and employs more than 424 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Yes

Office Location

13321 California St, First Floor
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

NE Average: 226
Total Number of Accounts

58,973

NE Average: 7,467
Average Account Size

$201,737

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

Shayla Kriha Work History

Shayla has 10 years of experience.

2017 - Present (5 years)

Cwm, LLC

2015 - 2017 (2 years)

Lpl Financial, LLC

2011 - 2017 (6 years)

Carson Wealth Management Group

Disclosures

Shayla Kriha has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Ryan Ovenden
Sioux Falls, SD
Kristen Rainone
Kissimmee, FL
Iker Pimienta
Spring, TX
Morgan Snow
Centerville, UT
Christopher Schuler
Green Bay, WI
Jaclyn Hissick
Milldale, CT
Tyler Roach
Omaha, NE
Patrick Healy
Norwell, MA

The content in this profile was updated by SmartAsset on 08/06/2020 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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