Cwm, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

155344

SEC number

801-72037

Firm type

RIA

Assets under management

$50.6B as of Jun 23, 2026

Website

twitter.com/MitlinFinancial ↗

Phone

402-330-0808

Address

14600 Branch St., Omaha, NE, 68154

Advisors at this firm

494 in our index · page 3 of 10

• John Layton DurazoCRD 6997012 · Yuma, AZ
  IA Registered
• Michael Gary EdwardsCRD 2357756 · Doylestown, PA
  IA RegisteredRegistration inactive
• Justin Robert EhleCRD 5423210 · Amarillo, TX
  IA RegisteredRegistration inactive
• Bruce Daniel EisenhauerCRD 4460144 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Kevin John EngbersCRD 1681964 · Sioux Falls, SD
  IA RegisteredRegistration inactive
• Michael EspinozaCRD 4724045 · Saginaw, MI
  IA RegisteredBroker
• Shannon Michelle Block EbdingCRD 7152109 · Walla Walla, WA
  IA Registered
• Luke Daniel EberlyCRD 7159089 · Golden Valley, MN
  IA RegisteredRegistration inactive
• Adrian ElderCRD 5424829 · Yuma, AZ
  IA RegisteredRegistration inactive
• Grant EngelbartCRD 5340930 · Omaha, NE
  IA Registered
• Anna Marie FaganCRD 4529067 · Washington, DC
  IA RegisteredBroker
• Jeffrey Paul FattigCRD 4966758 · Lake Jackson, TX
  IA RegisteredRegistration inactive
• Michael Taylor FielderCRD 5134860 · Edmond, OK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Adam James FinchCRD 4195692 · Ann Arbor, MI
  IA RegisteredBroker
• Scott Mason FitzgeraldCRD 4547570 · Augusta, GA
  IA RegisteredRegistration inactive
• Adam Jeffrey FlaggCRD 5335723 · Austin, TX
  IA RegisteredRegistration inactive
• Douglas Scott FlukeCRD 3046008 · Atlanta, GA
  IA RegisteredRegistration inactive
• Stephanie Leigh ForinashCRD 6042503 · West Des Moines, IA
  IA RegisteredRegistration inactive
• Timothy Neville FowlerCRD 6099830 · Omaha, NE
  IA RegisteredBroker
• Jan Sture FredmanCRD 1343406 · Seneca, SC
  IA Registered
  Disclosure event(s) on record
• Matthew David FriedrichsenCRD 4027806 · West Des Moines, IA
  IA RegisteredRegistration inactive
• Robert Landon FritsCRD 4211574 · Edmond, OK
  IA RegisteredRegistration inactive
• Michelle Ann FrommeyerCRD 4939985 · Covington, KY
  IA RegisteredRegistration inactive
• Robert Casey FryeCRD 2942134 · Roseville, CA
  IA RegisteredBroker
• Scott Thomas FaustCRD 6272182 · Falls Church, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Danielle FavaCRD 4415779 · West Chester, PA
  IA Registered
• James Thomas FettersCRD 5076121 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Nathaniel Monroe FisherCRD 6683749 · Hanover, NH
  IA Registered
• David Isaac FuchsCRD 6729413 · Franklin Lakes, NJ
  IA RegisteredRegistration inactive
• Hector Alan GamaCRD 6589528 · Cupertino, CA
  IA RegisteredRegistration inactive
• Rodrigo M GarayCRD 4826001 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Michael Dominic GarmoneCRD 5432106 · Gilbert, AZ
  IA RegisteredBroker
• Patricia Rose GarnerCRD 5135327 · Waltham, MA
  IA RegisteredRegistration inactive
• Matthew Mcmaster GaudeCRD 2626786 · Milton, GA
  IA RegisteredRegistration inactive
• Gregory Allan GaynierCRD 1061226 · Austin, TX
  IA RegisteredRegistration inactive
• Nicholas John GertsemaCRD 6188465 · St. Joseph, MO
  IA RegisteredRegistration inactive
• Kimberly Ann GieselerCRD 4580481 · Engelwood, CO
  IA RegisteredBroker
• Barry Seth GilbertCRD 6195756 · Watertown, MA
  IA RegisteredBroker
• Douglas M GjerdeCRD 5198534 · Green Bay, WI
  IA RegisteredRegistration inactive
• Jessica Lynn GolsonCRD 5291988 · Omaha, NE
  IA RegisteredBroker
• Shawna Marie GoodlyCRD 4417513 · Baton Rouge, LA
  IA RegisteredBroker
• Jill Elizabeth GoszCRD 4918838 · Northbrook, IL
  IA RegisteredRegistration inactive
• Louie Ross GottCRD 2792647 · New London, NH
  IA Registered
• Karin Anderson GrablinCRD 4238466 · Sarasota, FL
  IA RegisteredRegistration inactive
• Andrea Jane GrahamCRD 4409658 · Pasadena, CA
  IA RegisteredBroker
• Kenneth Don GrantCRD 5014950 · Tulsa, OK
  IA RegisteredBroker
• Lindsay Noelle GravesCRD 8177696 · North Canton, OH
  IA Registered
• Christopher M GrawCRD 4667544 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Zachary Parker GreenCRD 6309329 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Marcus Anthony GroeneveldCRD 4079046 · Lake Oswego, OR
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.