Zachary
Reeg

Cwm, LLC

CRD#6812092
Investment Advisor
in Omaha, NE

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About this Advisor

Zachary Reeg is a financial advisor whose office is in Omaha, Nebraska. Currently a registered advisor at Cwm, LLC, Reeg has 10 years of work experience. Reeg maintains a Series 65 license, which certifies them as an investment advisor representative. Reeg can operate based out of Nebraska. Reeg has gained experience at Cwm, LLC, Elkhorn South High School, Augustana University, Texas Rangers, Cwm, LLC Dba Carson Wealth and Insurance Agency Marketing Services. Cwm, LLC is headquartered in Omaha, Nebraska, and has 123 offices throughout the country. In aggregate, Cwm, LLC manages $12 billion in assets throughout 58,973 accounts and retains more than 424 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 58,932 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Cwm, LLC provides 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 65

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

No

Office Location

13321 California St. Suite 100
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

Zachary Reeg Work History

Zachary has 10 years of experience.

2019 - Present (3 years)

Cwm, LLC

2018 - 2018 (< 1 year)

Texas Rangers

2018 - 2019 (1 year)

Cwm, LLC Dba Carson Wealth

2017 - 2017 (< 1 year)

Cwm, LLC Dba Carson Wealth

2015 - 2015 (< 1 year)

Insurance Agency Marketing Services

2014 - 2018 (4 years)

Augustana University

2010 - 2014 (4 years)

Elkhorn South High School

Disclosures

Zachary Reeg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Aaron Schaben
Omaha, NE
Patrick Healy
Norwell, MA
Cole David
Omaha, NE
John Harty
San Rafael, CA
Ryan Ovenden
Sioux Falls, SD
Robert Papa
Franklin Lakes, NJ
Sonu Varghese
Omaha, NE
Jaclyn Hissick
Milldale, CT

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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