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 9 of 10

• Jonathan Gregory SchaefferCRD 6055090 · Irvine, CA
  IA RegisteredBroker
• Kyle Samuel SchlieferCRD 7576857 · Bethesda, MD
  IA RegisteredBroker
• Leslie Jean SchroederCRD 5940951 · Hastings, NE
  IA RegisteredRegistration inactive
• Justin Tyler SchultesCRD 6616839 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Derrick Jason ShimCRD 7697297 · Lake Forest, CA
  IA RegisteredBroker
• Aaron Lee ShortCRD 6599064 · Fishers, IN
  IA RegisteredRegistration inactive
• Silver SibertCRD 6471103 · Omaha, NE
  IA RegisteredRegistration inactive
• John Mitchell SimsCRD 7420375 · Amarillo, TX
  IA Registered
• Ashley E SowersCRD 4715590 · Hagerstown, MD
  IA RegisteredRegistration inactive
• Texanna StallwitzCRD 6807028 · Amarillo, TX
  IA RegisteredRegistration inactive
• Brian S StaplesCRD 4143738 · Atlanta, GA
  IA RegisteredRegistration inactive
• Mark Thomas StrittCRD 5211060 · Hastings, NE
  IA Registered
• H Jackson SturgeonCRD 7162534 · Amarillo, TX
  IA RegisteredRegistration inactive
• Brian Lee SwansonCRD 5236586 · Falls Church, VA
  IA RegisteredRegistration inactive
• Nicole Kristine SzakosCRD 7159838 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Hunter Joseph TaborCRD 7139819 · Thibodaux, LA
  IA Registered
• Dominic Alejandro Tafoya-JohnsonCRD 7740644 · Centennial, CO
  IA Registered
• Denise M TalbertCRD 5527808 · Salem, OR
  IA RegisteredRegistration inactive
• Adam John TarverCRD 6986844 · Thibodaux, LA
  IA Registered
• Debra Helen TaylorCRD 3007611 · Franklin Lakes, NJ
  IA RegisteredRegistration inactive
• Robert Patrick TaylorCRD 3007603 · Franklin Lakes, NJ
  IA Registered
• Shanna Marie TempletonCRD 3184944 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• David Alan TewsCRD 4399795 · Omaha, NE
  IA RegisteredBroker
• Bowen Bradford ThigpenCRD 6342319 · Jackson, MS
  IA RegisteredRegistration inactive
• Lisa Marie ThuerCRD 2074718 · Northbrook, IL
  IA Registered
• Keys Ericson TinneyCRD 3031776 · Englewood, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sherry Lynn TomaselloCRD 5692035 · Omaha, NE
  IA RegisteredBroker
• Duane M ToneyCRD 4627140 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Lindsey Nelson TooleCRD 4608823 · Southlake, TX
  IA RegisteredRegistration inactive
• Jeremy Christopher ToothmanCRD 5368645 · Milton, GA
  IA RegisteredRegistration inactive
• Ty Jason TotzkeCRD 2904067 · Fairmont, MN
  IA RegisteredRegistration inactive
• Ralph Edward TrecasoCRD 1439067 · Akron, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Elizabeth Ann TrimbleCRD 6898042 · Overland Park, KS
  IA Registered
• Grant Michael TrimbleCRD 4413717 · Overland Park, KS
  IA RegisteredRegistration inactive
• Josephine Laspina TrottaCRD 4371755 · Mayfield Height, OH
  IA Registered
• Lori Melissa Talley-KelleyCRD 6016247 · Seneca, SC
  IA Registered
• Justin TateCRD 5258984 · St, Louis, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sarah Marie TaylorCRD 6611259 · Atlanta, GA
  IA Registered
• Ryan ThompsonCRD 7376631 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Christopher J TobeyCRD 4574637 · Southborough, MA
  IA RegisteredRegistration inactive
• Samuel Joseph TrecasoCRD 7451290 · Akron, OH
  IA Registered
• Ronald Jay VansurksumCRD 2304890 · Grandville, MI
  IA Registered
• Robert Brandon VettorelCRD 2768496 · Canonsburg, PA
  IA RegisteredBroker
• Tyler Dennis VogeleCRD 5397549 · Billings, MT
  IA RegisteredRegistration inactive
• Breanne Lynn VugteveenCRD 5029852 · Grand Rapids, MI
  IA RegisteredBroker
• Philip William VannCRD 7208066 · Amarillo, TX
  IA Registered
• Sonu Sam VargheseCRD 6428691 · Chicago, IL
  IA Registered
• Haley Reed WainioCRD 6716565 · Marquette, MI
  IA Registered
• Sean Christopher WalkerCRD 4113609 · Pasadena, CA
  IA RegisteredBroker
• Christopher C WaltersCRD 3224520 · Akron, OH
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.