Eric
Wishan
Cwm, LLC
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About this Advisor
Eric Wishan is a financial advisor who works in Lake Oswego, Oregon who has 5 years of relevant experience. Wishan works at Cwm, LLC. The advisor has gained experience at Lpl Financial, LLC, Cwm, LLC Dba Carson Group Partners and Cetera Advisor Networks. Wishan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Oregon and Texas. Cwm, LLC is a firm that has its headquarters in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It controls $20 billion in total assets among its 96,956 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Cwm, LLC may include 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
Eric Wishan Work History
Eric has been registered as a financial advisor for 5 years.*
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Lpl Financial, LLC
*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 Eric Wishan 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
Omaha, NE
Houston, TX
Omaha, NE
Sioux Falls, SD
Cedar Rapids, IA
Vincennes, IN
Omaha, NE
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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