Nathan
Murphy
Cwm, LLC
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About this Advisor
Nathan Murphy is a certified financial planner operating in Amarillo, Texas with 1 year of relevant experience. Murphy is currently employed by Cwm, LLC. The advisor has gained experience at Cadaret, Grant & Co., Inc, Murphy Financial Advisors, Inc, Happy State Bank, Cetera Advisor Networks, Cwm, LLC Dba Carson Wealth, Cwm, Dba Carson Partners - Crd # 155344, 58Th St. Properties, LLC and Lpl Financial. Murphy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Cwm, LLC is a company based out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It has $20 billion in total assets among its 96,956 client accounts, making it one of the largest firms in the nation by assets under management. Of its 96,956 accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually depend on the financial services provided. Fees charged by Cwm, LLC most likely include some combination 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
Nathan Murphy Work History
Nathan has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Cwm, LLC Dba Carson Wealth
Cwm, Dba Carson Partners - Crd # 155344
58Th St. Properties, LLC
Happy State Bank
Lpl Financial
Cadaret, Grant & Co., Inc
Murphy Financial Advisors, 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 Nathan Murphy 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
Cedar Rapids, IA
Omaha, NE
Yuma, AZ
Sioux Falls, SD
Omaha, NE
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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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.
