TrueAdvisor
TrueAdvisor
RD
RD

Ryan Detrick

Cwm, LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Cwm, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee

Location

14600 Branch St., Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Carson Group Investing
August 2022 - Present · 3 yrs 6 mos
Cwm, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
March 2016 - August 2022 · 6 yrs 5 mos
LPL Financial LLC
January 2016 - August 2022 · 6 yrs 7 mos
Haberer Registered Investment Advisor INC
November 2014 - June 2015 · 7 mos
Ifs Fund Distributors, INC.Broker
October 2001 - June 2002 · 8 mos
State Registrations2 states
NEOH
Advisor
Exams
No exam information available for this advisor.