Zachary
Langan
Cwm, LLC
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About this Advisor
Zachary Langan is a financial advisor based in Georgetown, Texas, who has 7 years of relevant experience. Langan works at Cwm, LLC. Over the course of their career, Langan has held roles at Wise Counsel, Lpl Financial, Cwm, LLC and Cetera Advisor Networks, LLC. Langan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in 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 employees. It has $20 billion in total assets among its 96,956 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets. Cwm, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Cwm, LLC likely consist of 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
Zachary Langan Work History
Zachary has been registered as a financial advisor for 7 years.*
Cetera Advisor Networks, LLC
Cwm, LLC
Wise Counsel
Lpl Financial
*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 Zachary Langan 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
Doylestown, PA
Omaha, NE
Cedar Rapids, IA
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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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