Benjamin
Hewlett
Cwm, LLC
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About this Advisor
Benjamin Hewlett is a certified financial planner operating in Midvale, Utah who has 3 years of relevant experience. Hewlett is currently employed by Cwm, LLC. The advisor has gained experience at Travis Vongsawad, Rcm Investments, Alliance Health, Missionary Mall, Church Of Jesus Christ Of Latter Day Saints, Northwestern Mutual Investment Services LLC, Wealth Navigation Advisors, Cwm, LLC, Signal Wealth Advisors and Cetera Advisor Networks. Hewlett holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Cwm, LLC is a financial advisory firm operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It administers $20 billion in assets under management between its 96,956 accounts, making it one of the largest firms in the United States by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have more 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 advisory services typically depend on which services the firm provides the client. However, fees charged by Cwm, LLC can 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
Benjamin Hewlett Work History
Benjamin has been registered as a financial advisor for 3 years.*
Cwm, LLC
Signal Wealth Advisors
Cetera Advisor Networks
Wealth Navigation Advisors
Northwestern Mutual Investment Services LLC
Travis Vongsawad
Rcm Investments
Travis Vongsawad
Alliance Health
Missionary Mall
Church Of Jesus Christ Of Latter Day Saints
*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 Benjamin Hewlett 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
Omaha, NE
Cedar Rapids, IA
Houston, TX
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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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.
