Timothy
Hall

Cwm, LLC

CRD#4086688
Investment Advisor
in Omaha, NE

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About this Advisor

Timothy Hall is a financial advisor who works out of Omaha, Nebraska who has 2 years of industry experience. Hall is on the advisory team at Cwm, LLC. During their career, Hall has held roles at Metlife Securities Inc, Wealthcare Advisory Partners, LLC Dba The Millers Financial Grp, Cwm, LLC Dba Carson Wealth, Carson Wealth, Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Hall holds Series 63 and Series 65 licenses, certifying 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 company has offices in 165 locations and a total of 1,111 advisors. It manages $20 billion in assets between its 96,956 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually depend on which services are offered. Fees charged by Cwm, LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

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

Timothy Hall Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cwm, LLC Dba Carson Wealth

2021 - Present (3 years)

Carson Wealth

2021 - 2021 (< 1 year)

Wealthcare Advisory Partners, LLC Dba The Millers Financial Grp

2016 - 2020 (4 years)

Hornor Townsend & Kent Inc

2016 - 2020 (4 years)

Penn Mutual Life Insurance

2013 - 2016 (3 years)

Metlife Securities Inc

*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 Timothy Hall 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

Patrick Healy
Omaha, NE
Daniel Adams
Kennewick, WA
Timothy Avila
Yuma, AZ
Daniel Streetman
Omaha, NE
Chad Focht
Sioux Falls, SD
Clifford York
Vincennes, IN
Randy Harrison
Omaha, NE
Benjamin Rosholt
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.

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