Cwm, LLC

Investment Advisor
in Omaha, NE

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About this Advisor

Tyler Roach is a financial advisor who works out of Omaha, Nebraska, with a total of 11 years of experience as a financial advisor. Roach works at Cwm, LLC. Over the course of their career, Roach has held roles at Pacific Life Insurance Company, Pacific Select Distrubutors, Inc, Mutual Of Omaha Insurance Company, Cwm, LLC Dba Carson Partners and Cetera Advisor Networks. Roach has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Cwm, LLC is a financial advisory company that has its headquarters in Omaha, Nebraska. The investment advisory business has offices in 165 locations and a total of 990 financial advisors. It oversees $20 billion in total assets among its 82,314 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 82,314 customer accounts, 18% are held by high-net-worth investors who have more than $1 million in investable assets. Cwm, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Cwm, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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


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


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


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

Tyler Roach Work History

Tyler has 11 years of experience.

2020 - Present (2 years)

Cwm, LLC Dba Carson Partners

2020 - Present (2 years)

Cetera Advisor Networks

2016 - 2020 (4 years)

Mutual Of Omaha Insurance Company

2011 - 2016 (5 years)

Pacific Life Insurance Company

2011 - 2016 (5 years)

Pacific Select Distrubutors, Inc


Tyler Roach has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Jackson Dewbre
Yuma, AZ
J Cameron Zabko
Omaha, NE
Robert Vettorel
Washington, PA
Randy Harrison
Omaha, NE
Randall Loemker
Omaha, NE
Patrick Sittner
Omaha, NE
Russell Nieland
Omaha, NE
Dustin Ford
Omaha, NE

The content in this profile was updated by SmartAsset on 04/01/2022 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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