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 8 of 10

• Thomas RushCRD 2451788 · Yuma, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kristen Elizondo RainoneCRD 5210181 · Orlando, FL
  IA RegisteredRegistration inactive
• Kenneth Edward ReevesCRD 1801609 · Yakima, WA
  IA RegisteredRegistration inactive
• Joel David Riha-AldrichCRD 7200246 · Omaha, NE
  IA Registered
• Matthew Leo RodgvilleCRD 8017194 · Cockeysville, MD
  IA Registered
• Caroline Claire RodriguezCRD 7344002 · Little Rock, AR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Arthur RoskiCRD 7423522 · Indianapolis, IN
  IA RegisteredBroker
• William Blake RoyalCRD 6533412 · Granbury, TX
  IA RegisteredRegistration inactive
• Scott Ashley RuckiCRD 2921513 · Carlisle, PA
  IA RegisteredRegistration inactive
• Dylan RudningenCRD 7839772 · Sioux Falls, SD
  IA Registered
• Michael Justin SalemyCRD 5229730 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Teresa Rae SandersCRD 5226819 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• John Edward SaundersCRD 3082439 · Hagertown, MD
  IA RegisteredRegistration inactive
• Amber Renee ScarboroughCRD 5343921 · Manchaca, TX
  IA RegisteredBroker
• Elizabeth A SchanouCRD 5112303 · Omaha, NE
  IA Registered
• Marc Scott SchlieferCRD 1141378 · Bethesda, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Drew Harvey SchlipmanCRD 7955157 · Overland Park, KS
  IA Registered
• Mark Harvey SchlipmanCRD 2948538 · Quincy, IL
  IA RegisteredBroker
• Michele M SchreckCRD 2403639 · Omaha, NE
  IA RegisteredRegistration inactive
• Christopher William SchulerCRD 6301375 · Green Bay, WI
  IA RegisteredRegistration inactive
• Greg A SchultheisCRD 6838020 · Franklin Lakes, NJ
  IA RegisteredRegistration inactive
• Nolan D SchultzCRD 6830168 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Marlon Keith ScottCRD 5006854 · Houston, TX
  IA RegisteredRegistration inactive
• Makenna Marie SharkeyCRD 7459222 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Bradley Ernest ShermetoCRD 8166976 · Pittsburgh, PA
  IA Registered
• Floyd Lee ShilanskiCRD 1128560 · Wasilla, AK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jamie Carlene ShilanskiCRD 4540918 · Wasilla, AK
  IA RegisteredRegistration inactive
• Micah Vincent ShilanskiCRD 4540876 · Wasilla, AK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Fred ShocketCRD 2418780 · Conshohocken, PA
  IA RegisteredBroker
• Erin Sigur SibleyCRD 5875712 · Baton Rouge, LA
  IA RegisteredBroker
• Robert Norman SiegmannCRD 3061599 · Cincinnati, OH
  IA Registered
• Tad Allen SingerCRD 2802529 · Omaha, NE
  IA RegisteredRegistration inactive
• Geoffrey Aleksander SkowronekCRD 6936152 · Waltham, MA
  IA RegisteredRegistration inactive
• Ray Donovan J SlaughterCRD 3066958 · Omaha, NE
  IA RegisteredBroker
• Taylor Robert SmithymanCRD 6012785 · Fort Atkinson, WI
  IA RegisteredRegistration inactive
• Christina Hester SnyderCRD 6667445 · Cockeysville, MD
  IA RegisteredRegistration inactive
• Andrew Paul Spitzer-FoxCRD 8019906 · St. Joseph, MO
  IA Registered
• Jon SpringerCRD 2211727 · Omaha, NE
  IA RegisteredRegistration inactive
• Lawrence David SprungCRD 2770352 · Hauppauge, NY
  IA Registered
• Jeanna Lynn SteckleinCRD 2999191 · Dayton, OH
  IA RegisteredBroker
• Mark O'neal StinsonCRD 4541132 · Columbia, MD
  IA Registered
• James Aaron SullivanCRD 5966499 · Stephenville, TX
  IA RegisteredRegistration inactive
• Wesley Charles SullivanCRD 6513744 · Augusta, GA
  IA RegisteredRegistration inactive
• Bryan James SweetCRD 729100 · Fairmont, MN
  IA RegisteredRegistration inactive
• Theodore James SwensonCRD 2585287 · Arvada, CO
  IA RegisteredBroker
• Steven John SynowickiCRD 4216303 · Omaha, NE
  IA RegisteredBroker
• Dylan Micheal SabolCRD 8039402 · Cincinnati, OH
  IA Registered
• Karl Gregory SalocksCRD 6086607 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Natalie Kristen SamuelsCRD 7819199 · Lake Mary, FL
  IA Registered
• Drew SchaeferCRD 5710256 · Richland, WA
  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.