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 5 of 10

• Gabriel Allen JonesCRD 6178147 · Grandville, MI
  IA Registered
• Mark Andrew JonesCRD 4146371 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Matthew Wade JonesCRD 4905061 · Omaha, NE
  IA RegisteredBroker
• Jason Michael JuhlCRD 5775449 · West Des Moines, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark JacksonCRD 7440092 · Westport, CT
  IA Registered
• Richard H JacksonCRD 6935864 · Georgetown, TX
  IA RegisteredRegistration inactive
• Sarah Jane JamesCRD 7466747 · Hastings, NE
  IA Registered
• Caroline Rose JohnsonCRD 7630290 · Lake Mary, FL
  IA Registered
• Erin Kristine JohnsonCRD 7453573 · Green Bay, WI
  IA Registered
• Gregg Howard JohnsonCRD 2110658 · Omaha, NE
  IA RegisteredBroker
• Mary JohnsonCRD 6617193 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• Matthew Dee JohnsonCRD 6706030 · Murray, UT
  IA Registered
• Brady Allen JonesCRD 7245897 · Littleton, CO
  IA Registered
• Isaiah Benjamin JonesCRD 6952626 · Omaha, NE
  IA RegisteredBroker
• Andrew David JordanCRD 6261981 · Watkinsville, GA
  IA RegisteredBroker
• Katie L JustusCRD 6858984 · Overland Park, KS
  IA RegisteredBroker
• David JwanierCRD 6635613 · Conshohocken, PA
  IA RegisteredBroker
• James KampetisCRD 5092190 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Robert Alan KarnCRD 1182193 · Farmington, CT
  IA RegisteredBroker
• Harry Eric KellerCRD 716724 · Conshokocken, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jared Benjamin KellerCRD 5825039 · Conshohocken, PA
  IA RegisteredBroker
• Paul Joseph KiernanCRD 8205766 · Westport, CT
  IA Registered
• Craig Andrew KliebertCRD 4964926 · Baton Rouge, LA
  IA RegisteredBroker
• Oliver Zenk KollofskiCRD 5275274 · Fairmont, MN
  IA RegisteredRegistration inactive
• Aneta Diana KoziarekCRD 8270153 · Bentonville, AR
  IA Registered
• Alec John KozuchCRD 6872006 · Naperville, IL
  IA RegisteredBroker
• John Vincent KozuchCRD 2267072 · Naperville, IL
  IA RegisteredBroker
• Shayla Marie KrihaCRD 5672584 · Omaha, NE
  IA RegisteredRegistration inactive
• Pascal Mccartney KropfCRD 6386788 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Alexis Ruth KarnCRD 6210270 · Farmington, CT
  IA Registered
• Scott William KeeganCRD 7337966 · St. Joseph, MO
  IA Registered
• Sarah Mckenzi KelleyCRD 7949218 · Seneca, SC
  IA Registered
• Noah KingstonCRD 7284039 · Omaha, NE
  IA RegisteredBroker
• Aleksei KitaigorodCRD 7592960 · Lake Mary, FL
  IA Registered
• Stephanie Marie KnappCRD 6739121 · Omaha, NE
  IA RegisteredBroker
• Amber Beth KoutnyCRD 7510777 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Matthew Bennett KreftingCRD 7554060 · Westport, CT
  IA Registered
• Toby John LafontCRD 2907104 · Thibodaux, LA
  IA RegisteredBroker
• Laura Joan LatouretteCRD 2538492 · Dahlonega, GA
  IA RegisteredRegistration inactive
• Joseph John LauxCRD 5137192 · Scottsdale, AZ
  IA Registered
• Kenyon Lloyd LedererCRD 2275241 · Roseville, CA
  IA RegisteredBroker
• Ronald Steven LeeCRD 2993126 · Little Rock, AR
  IA RegisteredBroker
• Robert Joseph LemmonsCRD 4105906 · Cincinnati, OH
  IA Registered
• George Clifford LewisCRD 4505597 · Milton, GA
  IA RegisteredRegistration inactive
• Connie Perrin LieuxCRD 6394876 · Baton Rouge, LA
  IA RegisteredBroker
• Sara Nicole LightCRD 8167009 · Yakima, WA
  IA Registered
• Mark Robert LookabillCRD 3226853 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jose Emanuel Gomes LopesCRD 5478817 · Foxborough, MA
  IA RegisteredBroker
• Corey Paul LuckettCRD 5676534 · Baton Rouge, LA
  IA RegisteredBroker
• Christopher Anthony LundCRD 2195117 · Foxborough, MA
  IA RegisteredRegistration inactive

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.