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 7 of 10

• Sonya Michele O'connorCRD 4556552 · Pasadena, CA
  IA RegisteredBroker
• Michelle Nicole OgdenCRD 3259477 · Maitland, FL
  IA Registered
• Brent Thomas OliverCRD 6259645 · Jackson, MI
  IA Registered
• Kayla Bain OliverCRD 6959833 · Salem, OR
  IA Registered
• Chad Michael OlivierCRD 2718127 · Baton Rouge, LA
  IA RegisteredBroker
• Dudley Harold OteyCRD 1731229 · Memphis, TN
  IA RegisteredBroker
• Ryan Richardson OvendenCRD 5384471 · Sioux Falls, SD
  IA Registered
• Kevin OleszewskiCRD 5925325 · Doylestown, PA
  IA RegisteredRegistration inactive
• Jared OliverCRD 6959837 · Salem, OR
  IA Registered
• Benjamin Thomas PalmaCRD 3028425 · Omaha, NE
  IA RegisteredBroker
• Jaclyn Adams PealCRD 5339652 · Omaha, NE
  IA RegisteredBroker
• Matthew Eston PearsonCRD 4610595 · West Des Moines, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Thomas PenkeCRD 6122360 · Omaha, NE
  IA RegisteredRegistration inactive
• Clark Leroy PermannCRD 2182278 · Yakima, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shawn Dwayne PeschkeCRD 4610160 · Edmond, OK
  IA RegisteredRegistration inactive
• Derek Anthony PestaCRD 6509424 · Cupertino, CA
  IA RegisteredRegistration inactive
• Brent Jameson PettyCRD 4033087 · Lake Oswego, OR
  IA Registered
• Sean Anthony PhillipsCRD 4565215 · Dallas, TX
  IA Registered
• Chad Edward PhippsCRD 5472151 · Wichita, KS
  IA RegisteredRegistration inactive
• Brent Stanley PineCRD 1618007 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Earl PondCRD 6255589 · Kaysville, UT
  IA RegisteredRegistration inactive
• Joshua Martin PottsCRD 8247837 · Murray, UT
  IA Registered
• Yvonne Nadine PrinceCRD 3003182 · Glendora, CA
  IA RegisteredBroker
• Douglas PaddenCRD 5331067 · Waltham, MA
  IA RegisteredRegistration inactive
• Douglas Blake PetersonCRD 6882007 · Omaha, NE
  IA RegisteredRegistration inactive
• Luke Brent PineCRD 6515559 · Scottsdale, AZ
  IA Registered
• Shalana Denise PooleCRD 4574234 · Kyle, TX
  IA RegisteredBroker
• Levi Travis PortCRD 7477741 · Kaysville, UT
  IA Registered
• Dalton James PrestonCRD 6518052 · Saint Joseph, MO
  IA RegisteredRegistration inactive
• James Ley QuigleyCRD 1992133 · Fernandina Beach, FL
  IA RegisteredRegistration inactive
• John Joseph RaleighCRD 2061366 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michele Ann RandallCRD 2572976 · Mt. Pleasant, WI
  IA RegisteredBroker
• Debra Ellen RanguetteCRD 5559007 · Fort Atkinson, WI
  IA RegisteredRegistration inactive
• William Roger RassmanCRD 5549851 · Woodlands, TX
  IA Registered
• Michael David RautiolaCRD 2900070 · Scottsdale, AZ
  IA RegisteredBroker
• Jon Stuart ReadCRD 6102581 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Alicia M ReedCRD 5439615 · Wexford, PA
  IA RegisteredRegistration inactive
• James Curtis ReesCRD 2380714 · Tyler, TX
  IA RegisteredRegistration inactive
• Daniel Avery ReeseCRD 4235684 · Jackson, MI
  IA Registered
• Paul Erhard ReinkerCRD 4039657 · Billings, MT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Scott J ReynoldsCRD 5977555 · Covington, KY
  IA RegisteredRegistration inactive
• Scott Alan RhodesCRD 1389335 · Seattle, WA
  IA Registered
• Mark Jacob RingCRD 1620796 · Cockeysville, MD
  IA Registered
• Richard Roberts RobieCRD 1387381 · Lake Jackson, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason John RollingCRD 6008861 · Marquette, MI
  IA RegisteredRegistration inactive
• Ryan Randy RoloffCRD 4035200 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Kara Lynn RolosonCRD 8153990 · Cedar Rapids, IA
  IA Registered
• Brian Patrick RorickCRD 4525184 · Englewood, CO
  IA RegisteredRegistration inactive
• Steven Edward RoseCRD 4928479 · Reno, NV
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Schemia Marshae RowanCRD 6636643 · Sarasota, FL
  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.