Alan Wright is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 25 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is an investment advisory representative for CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group, spending about a quarter of his time providing advisory services. He also works as an insurance agent selling life, disability, annuities, and long-term care, dedicating a few hours per week, and is a partner in JAW Financial, a shell corporation created to purchase group medical insurance, spending minimal time on it.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pinnacle Financial Group
LPL Financial LLCBroker
LPL Financial LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
1717 Capital Management CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.