DFX Intelligence
Advisors
Advisors registered through Cwm, LLC
Every 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.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Keith H Blythe dual registrant | Cwm, LLC BD affiliated | Omaha, Ne | Jan 9, 2026 | 19 y | 4 | 3 |
| Stephen Thomas Bogosian | Cwm, LLC BD affiliated | Arvada, Co | Mar 9, 2026 | 15 y | 4 | 1 |
| Isaac Alexander Boll Certified Financial Planner · dual registrant | Cwm, LLC BD affiliated | Omaha, Ne | Sep 16, 2024 | 11 y | 3 | 1 |
| K•••••• G•••••• B••• | C••• L•• BD affiliated | Wichita, Ks | May 29, 2019 | 19 y | 1 | 2 |
| C••• J••••••• D•••••• B••••• | C••• L•• BD affiliated | Buena Park, Ca | Jul 8, 2024 | 12 y | 0 | 1 |
| D•••••• D•• B••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Jan 1, 2025 | 32 y | 3 | 1 |
| J••• R•••••• B••••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jan 19, 2017 | 21 y | 1 | 1 |
| P••• W•••••• B•••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 27, 2022 | 20 y | 6 | 1 |
| M•••••• T••••• B••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••• L•• BD affiliated | Plymouth, Mi | Aug 23, 2021 | 18 y | 2 | 10 |
| T•••• L•• A•• B••••••••• | C••• L•• BD affiliated | Omaha, Ne | Jan 8, 2020 | 18 y | 1 | 1 |
| C••••••••• M•••••• B••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | May 9, 2025 | 14 y | 2 | 1 |
| J•••••• J••• B•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jul 11, 2023 | 10 y | 1 | 1 |
| T••••• S•••• B•••• dual registrant | C••• L•• BD affiliated | Canonsburg, Pa | Dec 10, 2013 | 25 y | 2 | 1 |
| B•••••• M•••• B•••••• D••••••• | C••• L•• BD affiliated | Chattanooga, Tn | Feb 11, 2025 | 11 y | 1 | 2 |
| J••• T•••••• B•••••• | C••• L•• BD affiliated | Omaha, Ne | Sep 12, 2023 | 37 y | 3 | 1 |
| B•••••• P• B•••• | C••• L•• BD affiliated | Westport, Ct | Mar 5, 2021 | 11 y | 2 | 2 |
| K••••• M•••• B••••• | C••• L•• BD affiliated | Hagerstown, Md | Mar 30, 2026 | 10 y | 0 | 1 |
| A••••• N• B••• | C••• L•• BD affiliated | Omaha, Ne | Apr 13, 2022 | 14 y | 1 | 1 |
| C••••• W•••••• B••••• | C••• L•• BD affiliated | Valparaiso, In | Dec 18, 2021 | 13 y | 0 | 3 |
| B•••• O••••••• B••••• | C••• L•• BD affiliated | Houston, Tx | Jul 25, 2022 | 18 y | 4 | 1 |
| S•••• E••••• C•••••• Certified Financial Planner | C••• L•• BD affiliated | Ponte Vedra Beach, Fl | Jul 23, 2018 | 33 y | 2 | 7 |
| G••••••• C•••• | C••• L•• BD affiliated | Omaha, Ne | Jan 23, 2025 | 11 y | 0 | 1 |
| F••••••• H••••• C••••••• | C••• L•• BD affiliated | Omaha, Ne | Feb 23, 2023 | 14 y | 0 | 1 |
| H••• E•••••• C••••••• Certified Financial Planner | C••• L•• BD affiliated | Columbia, Md | Aug 21, 2023 | 13 y | 1 | 2 |
| L•••• V••••• C••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jul 8, 2026 | 36 y | 7 | 3 |
| G•••••• M••••••• C••••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Oct 30, 2024 | 12 y | 1 | 1 |
| D•••• C•••••• | C••• L•• BD affiliated | Omaha, Ne | Feb 16, 2024 | 31 y | 4 | 1 |
| J•••• M•••• C•••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Apr 24, 2013 | 21 y | 3 | 1 |
| S•••• M•••••• C••••••• Certified Financial Planner | C••• L•• BD affiliated | Littleton, Co | Jun 9, 2025 | 11 y | 2 | 2 |
| T••••• R•••• C••••• | C••• L•• BD affiliated | Las Cruces, Nm | May 18, 2021 | 39 y | 3 | 2 |
| J••••• D••• C••••••• | C••• L•• BD affiliated | Scottsdale, Az | Aug 19, 2026 | 17 y | 1 | 1 |
| W••• H••••••• C••••••• Certified Financial Planner | C••• L•• BD affiliated | Dallas, Tx | Apr 18, 2019 | 31 y | 2 | 2 |
| K••• C••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jan 6, 2025 | 32 y | 1 | 1 |
| T••• M•••• C•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Sep 29, 2020 | 14 y | 1 | 1 |
| A••••• G•••• C•••• | C••• L•• BD affiliated | Covington, Ky | Jun 30, 2026 | 12 y | 0 | 1 |
| S••••• T••••• C••••• | C••• L•• BD affiliated | Omaha, Ne | Aug 24, 2026 | 14 y | 0 | 1 |
| J••••• F•••• C••••• | C••• L•• BD affiliated | Omaha, Ne | Sep 7, 2023 | 22 y | 2 | 1 |
| D••• J••••••• C•••••• Certified Financial Planner | C••• L•• BD affiliated | Edmond, Ok | May 18, 2026 | 10 y | 2 | 1 |
| N••• L• C•••• | C••• L•• BD affiliated | Omaha, Ne | Sep 15, 2025 | 29 y | 1 | 2 |
| L••••• M••••• C•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 3, 2024 | 14 y | 1 | 1 |
| A•••• B• C•••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 9, 2025 | 10 y | 2 | 1 |
| J•••• D••••• C•••• | C••• L•• BD affiliated | Omaha, Ne | Jul 1, 2011 | 34 y | 1 | 2 |
| T•••• M•••••• C••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Jan 24, 2024 | 12 y | 0 | 1 |
| S•••• A••••• C••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 14, 2017 | 25 y | 2 | 2 |
| C•••• Q•••••• C••••• | C••• L•• BD affiliated | Omaha, Ne | Mar 28, 2022 | 13 y | 0 | 1 |
| J•••• E• C•••••• Chartered Financial Consultant · dual registrant | C••• L•• BD affiliated | Farmington, Ct | May 9, 2022 | 43 y | 2 | 1 |
| J•••••• P••• C•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Farmington, Ct | May 10, 2022 | 26 y | 1 | 3 |
| C••• C•••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 13, 2026 | 10 y | 1 | 1 |
| M•••••• L••••••• C•••• | C••• L•• BD affiliated | Johnson City, Tn | Aug 26, 2024 | 14 y | 0 | 1 |
| K••••• M•••• C••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 1, 2026 | 10 y | 1 | 1 |
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.
615 advisors match.