CWM, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 155344). Regulatory assets under management: $50.6B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Other.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| James Clements | CHIEF COMPLIANCE OFFICER | Durango, CO |
| Miller Joseph | GENERAL COUNSEL & CORPORATE SECRETARY | Juniper, FL |
| Omani Rose Carson | FOUNDER AND CHAIRMAN; OWNER | — |
| George Burton White | CEO | — |
| Mark Daniel Applegarth | CFO | — |
| John Thomas Boyle | SVP, RIA OPERATIONS | — |
| Lantz Hunt | SVP, CHIEF INTEGRATIONS OFFICER | — |
| Ronald Lloyd Carson | FOUNDER AND CHAIRMAN; OWNER | — |
| Lantz Guy Hunt | CHIEF OPERATIONS OFFICER | — |
| ISBITTS ROBERT ALAN | CHIEF INVESTMENT OFFICER | — |
| LOCKSHIN STEVEN DAVID | BOARD MEMBER | — |
| SHEPHERD TERI SUE | BOARD MEMBER/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; BOARD MEMBER/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GRUBB BRADLEY SCOTT | BOARD MEMBER/PRESIDENT; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/PRESIDENT | — |
| MCMILLAN CHAD MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| EVANS WILLIAM BURT | CHIEF COMPLIANCE OFFICER | — |
| APPLEGARTH MARK DANIEL | CFO | — |
| HOWELL RUTH ANNETTE | CHIEF COMPLIANCE OFFICER | — |
| SIMPSON LANCE PATRICK | CHIEF COMPLIANCE OFFICER | — |
| CARSON RONALD LLOYD | BOARD MEMBER/CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; FOUNDER AND CEO (+3 more) | — |
| WHITE GEORGE BURTON | CEO; CHIEF STRATEGY OFFICER | — |
| WEST MICHAEL | BOARD MEMBER; MANAGING DIRECTOR OF CARSON WEALTH | — |
| TOBIN DANIEL PATRICK | SENIOR VICE PRESIDENT OF RISK MANAGEMENT | — |
| SCHABEN AARON EUGENE | BOARD MEMBER/MANAGING DIRECTOR OF STRATEGIC OPPORTUNITIES; MANAGING DIRECTOR OF CARSON INSTITUTIONAL ALLIANCE; MANAGING DIRECTOR OF STRATEGIC OPPORTUNITIES (+1 more) | — |
| HUNT LANTZ GUY | CHIEF OPERATIONS OFFICER; EXECUTIVE VICE PRESIDENT - OPERATIONS; SENIOR VICE PRESIDENT - OPERATIONS | — |
| MOORE ROBERT EUGENE | BOARD MEMBER | — |