DFX Intelligence
Advisors
Advisors registered through Cwm, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
616 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Philip William Vann Certified Financial Planner | Cwm, LLC BD affiliated | Amarillo, Tx | Feb 10, 2022 | 11 y | 0 | 1 |
| Ronald Jay Vansurksum Certified Financial Planner | Cwm, LLC BD affiliated | Grandville, Mi | Mar 1, 2023 | 33 y | 1 | 2 |
| Sonu Sam Varghese | Cwm, LLC BD affiliated | Chicago, Il | Sep 4, 2019 | 15 y | 1 | 2 |
| N••••••• V•••• | C••• L•• BD affiliated | Green Bay, Wi | Aug 12, 2024 | 14 y | 0 | 1 |
| R••••• B•••••• V••••••• dual registrant | C••• L•• BD affiliated | Canonsburg, Pa | Apr 2, 2019 | 30 y | 2 | 2 |
| D•••••••• A••••• V•••••• | C••• L•• BD affiliated | Omaha, Ne | Feb 12, 2024 | 14 y | 2 | 1 |
| T•••• D••••• V••••• | C••• L•• BD affiliated | Las Vegas, Nv | Sep 24, 2024 | 18 y | 3 | 3 |
| A••••• S•••• V••• dual registrant | C••• L•• BD affiliated | Fargo, Nd | Jan 8, 2024 | 21 y | 0 | 1 |
| A••••• L•• V••••••••• | C••• L•• BD affiliated | Hastings, Ne | Mar 12, 2026 | 10 y | 0 | 1 |
| B•••••• L••• V•••••••• dual registrant | C••• L•• BD affiliated | Grand Rapids, Mi | Apr 12, 2018 | 20 y | 2 | 1 |
| H•••• R••• W••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Apr 7, 2025 | 10 y | 1 | 2 |
| M•••••• A• W••••• | C••• L•• BD affiliated | Omaha, Ne | Nov 1, 2023 | 50 y | 3 | 1 |
| S••• C••••••••• W••••• | C••• L•• BD affiliated | Pasadena, Ca | Oct 19, 2020 | 26 y | 4 | 3 |
| S••• W•••••• | C••• L•• BD affiliated | Westport, Ct | Jan 22, 2024 | 21 y | 0 | 1 |
| C••••••••• C• W•••••• | C••• L•• BD affiliated | Omaha, Ne | Sep 17, 2025 | 23 y | 5 | 2 |
| M••• J•••• W••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Nov 10, 2025 | 26 y | 3 | 1 |
| G•••••• A••• W•••••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Littleton, Co | Jun 9, 2025 | 31 y | 8 | 2 |
| C•••••••• A••••• W••• | C••• L•• BD affiliated | Omaha, Ne | Apr 19, 2022 | 24 y | 4 | 1 |
| R•••••• A•• W•••••• | C••• L•• BD affiliated | Las Vegas, Nv | Nov 3, 2025 | 13 y | 1 | 1 |
| B•••• R••• W•••••• | C••• L•• BD affiliated | Wichita, Ks | May 29, 2019 | 20 y | 1 | 1 |
| B•••• D•••• W••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Sep 26, 2024 | 13 y | 0 | 1 |
| B••••• L•• W••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 29, 2024 | 12 y | 2 | 1 |
| E••• B•••• W•••• Certified Financial Planner | C••• L•• BD affiliated | Boulder, Co | Jul 15, 2025 | 10 y | 2 | 1 |
| J••••• T••••• W••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Nov 6, 2018 | 15 y | 2 | 2 |
| R••••• M• W•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jan 10, 2020 | 25 y | 3 | 1 |
| D•••••• E•••••• W•••• | C••• L•• BD affiliated | Omaha, Ne | Sep 17, 2025 | 43 y | 5 | 3 |
| T••••• A••••••• W•••••• | C••• L•• BD affiliated | Hauppauge, Ny | Jul 22, 2026 | 10 y | 1 | 1 |
| P••• M•••••• W••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Sep 23, 2014 | 27 y | 3 | 2 |
| A••••• A•• W••• Certified Financial Planner | C••• L•• BD affiliated | Carmel, In | Nov 12, 2025 | 21 y | 5 | 2 |
| L••• G•••• W••• | C••• L•• BD affiliated | Omaha, Ne | Aug 18, 2025 | 18 y | 0 | 2 |
| S•••• K••• W•••••••• | C••• L•• BD affiliated | Omaha, Ne | Feb 9, 2022 | 27 y | 3 | 1 |
| K••• M•••••• W•••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 10, 2024 | 19 y | 1 | 2 |
| V••••• R•• W•••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Nov 10, 2022 | 22 y | 2 | 1 |
| M••• R••••• W•••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Aug 10, 2022 | 22 y | 1 | 1 |
| C••••• K•••••• W•••• | C••• L•• BD affiliated | Omaha, Ne | May 31, 2023 | 13 y | 0 | 3 |
| G••••• B••••• W•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 2, 2022 | 22 y | 5 | 1 |
| S•••••• C•••••• D••• W••••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jul 28, 2025 | 11 y | 2 | 1 |
| R••••• M•••••• W••••••• | C••• L•• BD affiliated | Scottsdale, Az | May 19, 2023 | 14 y | 2 | 1 |
| C••••••• M•••• W•••••• S•••• | C••• L•• BD affiliated | Omaha, Ne | Jun 30, 2021 | 13 y | 0 | 1 |
| C•••• J• W•••••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Palatine, Il | Jan 10, 2024 | 10 y | 0 | 2 |
| P••••••• A•• W••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Oct 21, 2025 | 12 y | 2 | 1 |
| D•••• D••• W••••• Certified Financial Planner | C••• L•• BD affiliated | Cincinnati, Oh | Nov 10, 2025 | 32 y | 2 | 1 |
| C••••• B•••••• W•••• | C••• L•• BD affiliated | Houston, Tx | Jun 3, 2024 | 27 y | 4 | 1 |
| S•••• E••••• W•••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 18, 2025 | 14 y | 0 | 1 |
| J••• W••••••• | C••• L•• BD affiliated | Farmington Hills, Mi | May 20, 2025 | 12 y | 2 | 1 |
| J•••• P•••• W•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••• L•• BD affiliated | Baton Rouge, La | Mar 13, 2023 | 28 y | 3 | 2 |
| E••• S•••• W••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Feb 5, 2018 | 21 y | 2 | 2 |
| R••• K••• W•••••• | C••• L•• BD affiliated | Omaha, Ne | Sep 24, 2024 | 20 y | 3 | 3 |
| P••• B•••• W••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Aug 7, 2023 | 31 y | 2 | 3 |
| S••••• A••••• W••• Certified Financial Planner | C••• L•• BD affiliated | Ronkonkoma, Ny | Aug 8, 2023 | 34 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.