Steven
Wolf

Cwm, LLC

CRD#2231584
Investment Advisor
in Omaha, NE

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About this Advisor

Steven Wolf is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Steven has previously held positions at Wolf Money Management, Inc and Cwm, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, Steven is part of Cwm, LLC, which operates out of Omaha, Nebraska. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

$26,774,389,503

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

1,111

NE Average: 226
Total Number of Accounts

110,327

NE Average: 7,467
Average Account Size

$242,682

NE Average: $264,928

Investment Advisory Services

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

Steven Wolf Work History

2023 - Present (2 years)

Cwm, LLC

2003 - Present (22 years)

Wolf Money Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Steven Wolf 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

Brian Aamlid
Sioux Falls, SD
Robert Ignatowski
Cockeysville, MD
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Lujane Hanna
Arvada, CO
Audrey Jones
Orlando, FL
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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