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 6 of 10

• Zachary Lawrence LanganCRD 5939401 · Georgetown, TX
  IA RegisteredRegistration inactive
• Thomas Gerrit LatchfordCRD 6726562 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael J LawrenceCRD 7334191 · Arlington Height, IL
  IA Registered
• Chase Kenyon LedererCRD 7520366 · Roseville, CA
  IA Registered
• Davis LevyCRD 7288807 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Tyler Ross LindsayCRD 6646443 · Neligh, NE
  IA RegisteredRegistration inactive
• Larry MacfarlaneCRD 7410896 · Murray, UT
  IA RegisteredRegistration inactive
• Alana Margaret MacyCRD 6224786 · Boulder, CO
  IA RegisteredRegistration inactive
• Thomas George MalkochCRD 2352924 · Conshohocken, PA
  IA RegisteredBroker
• Christopher J MartinCRD 1976283 · Lake Oswego, OR
  IA Registered
• Stephen Joseph MartinCRD 2978356 · Sarasota, FL
  IA RegisteredRegistration inactive
• Jared Michael MarzoccoCRD 7036484 · Franklin Lakes, NJ
  IA RegisteredRegistration inactive
• Jeffrey Wayne MaynardCRD 4568528 · Amarillo, TX
  IA RegisteredRegistration inactive
• Krystle Lynn MayorgaCRD 5345999 · Yuma, AZ
  IA Registered
• Matthew Ryan McaleerCRD 8185887 · West Des Moines, IA
  IA Registered
• Mark Stephen MccallumCRD 5734934 · Northbrook, IL
  IA RegisteredRegistration inactive
• Clark James McdonaldCRD 6588718 · Wichita, KS
  IA RegisteredRegistration inactive
• Eric John McewanCRD 5201439 · Vancouver, WA
  IA RegisteredRegistration inactive
• John Allan McewanCRD 714890 · Vancouver, WA
  IA RegisteredRegistration inactive
• Michael Paul McgahanCRD 1465645 · Lake Mary, FL
  IA RegisteredBroker
• Garrett Mclean McgovernCRD 6678946 · Fernandina Beach, FL
  IA Registered
• Neal Anthony McgrathCRD 2997652 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Joseph Shawn McguireCRD 4500913 · Milton, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bailey Nichole McnamaraCRD 6515513 · Baton Rouge, LA
  IA RegisteredBroker
• Thaddeus J McvayCRD 6385234 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Jaymon Dail MeikleCRD 6099713 · Saint Joseph, MO
  IA RegisteredRegistration inactive
• William Dail MeikleCRD 1145174 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Todd Joseph MelerineCRD 4115482 · Slidell, LA
  IA RegisteredBroker
• Deric Edward MillisCRD 8081236 · Yuma, AZ
  IA Registered
• Joseph Pierpont MorganCRD 2822025 · Dinuba, CA
  IA RegisteredRegistration inactive
• Dawn Ellen MorleyCRD 2378498 · Carmel, IN
  IA Registered
• William Daniel MorrisonCRD 2254226 · Cockeysville, MD
  IA Registered
• Jonathan Edward MullinsCRD 5500256 · Johnson City, TN
  IA RegisteredRegistration inactive
• Jesse Dean MurphyCRD 1112908 · Amarillo, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nathan Wayne MurphyCRD 4561576 · Amarillo, TX
  IA RegisteredRegistration inactive
• Joel Alan MusserCRD 5354239 · Cincinnati, OH
  IA Registered
• Chad Michael MarriottCRD 6996366 · Brighton, MI
  IA RegisteredBroker
• David Michael MatzkoCRD 2827991 · Omaha, NE
  IA RegisteredBroker
• John McgowanCRD 7430521 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Brendan Andrew MooreCRD 6658742 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Cheryl Ann MossCRD 2806535 · Green Bay, WI
  IA Registered
• Gregory Peter NassarCRD 3229213 · Maitland, FL
  IA Registered
• Wendy Lee NemecekCRD 1947380 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Russell Gerard NielandCRD 2921328 · Traer, IA
  IA RegisteredRegistration inactive
• Russell Grant NielandCRD 6031621 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Amy Louise NoelCRD 2693044 · Boulder, CO
  IA RegisteredRegistration inactive
• Thomas James NoelCRD 2032263 · Fort Atkinson, WI
  IA RegisteredRegistration inactive
• William Dennis NorwoodCRD 2707437 · Farmington Hills, MI
  IA RegisteredRegistration inactive
• Jordan Curtis NareCRD 7193333 · Cincinnati, OH
  IA Registered
• Patrick NeeCRD 4499738 · Waltham, 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.