Lawrence
Sprung
Cwm, LLC
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About this Advisor
Lawrence Sprung is a certified financial planner based out of Hauppauge, New York who has 3 years of industry experience. Sprung works at Cwm, LLC. During their career, Sprung has held roles at Mitlin Financial, Inc and Cwm, LLC Dba Mitlin Financial. Sprung holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Cwm, LLC is a financial advisory company operating out of Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 people on staff. It oversees $20 billion in assets between its 96,956 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth clients who have greater than $1 million in assets. Cwm, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which services are offered. However, fees billed by Cwm, LLC likely are comprised 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
Lawrence Sprung Work History
Lawrence has been registered as a financial advisor for 3 years.*
Cwm, LLC Dba Mitlin Financial
Mitlin Financial, 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 Lawrence Sprung 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
Houston, TX
Omaha, NE
Omaha, NE
Cedar Rapids, IA
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
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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.
