CWM LLC
Legal Name: CWM, LLC
Full Contact Details
CWM LLC
13321 CALIFORNIA STREET, SUITE 100, OMAHA, NE
402-330-0808
402-330-1668
Other Info
CWM, LLC is a NE Limited Liability Company that has 309 employees, with 222 of them in advisory roles. While the number of clients served is unclear, the firm's SEC status is listed as Approved, with a registration date of Jan 3, 2011.
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Direct Owners
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AARON EUGENE SCHABEN
MANAGING DIRECTOR OF CARSON INSTITUTIONAL ALLIANCE owns less than 5%
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CARSON GROUP HOLDINGS, LLC
DIRECT OWNER owns 75% or more
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DANIEL P TOBIN
SR. VP OF RISK MANAGEMENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID SCRENAR
CHIEF FINANCIAL OFFICER owns less than 5%
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LANTZ GUY HUNT
CHIEF OPERATIONS OFFICER owns less than 5%
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RONALD LLOYD CARSON
CHIEF EXECUTIVE OFFICER owns less than 5%
Indirect Owners
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RONALD LLOYD CARSON
PRINCIPAL owns more than 50% but less than 75%
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CARSON GROUP, INC.
DIRECT OWNER owns more than 50% but less than 75%
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News
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