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 |
|---|---|---|---|---|---|---|
| Skyler D Hutcheson | Cwm, LLC BD affiliated | Omaha, Ne | Aug 21, 2023 | 10 y | 1 | 1 |
| Mark Jackson | Cwm, LLC BD affiliated | Westport, Ct | Feb 5, 2024 | 13 y | 0 | 1 |
| Richard H Jackson | Cwm, LLC BD affiliated | Omaha, Ne | Jan 17, 2024 | 13 y | 1 | 1 |
| S•••• J••• J•••• Certified Financial Planner | C••• L•• BD affiliated | Hastings, Ne | Nov 1, 2023 | 13 y | 1 | 1 |
| A••• J••••• J••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Jun 8, 2022 | 16 y | 0 | 2 |
| B••••••• L•••• J•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Feb 6, 2024 | 12 y | 0 | 1 |
| E••• K••••••• J•••••• Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Apr 27, 2026 | 12 y | 1 | 1 |
| G•••• H••••• J•••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Nov 5, 2021 | 35 y | 2 | 1 |
| H••••• L•••• J•••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 30, 2025 | 12 y | 0 | 2 |
| M•••••• D•• J•••••• | C••• L•• BD affiliated | Murray, Ut | Apr 1, 2024 | 10 y | 0 | 1 |
| N••••••• D• J•••••• | C••• L•• BD affiliated | Orlando, Fl | Jan 8, 2026 | 14 y | 0 | 2 |
| B••••••• A•••• J•••••• | C••• L•• BD affiliated | Cupertino, Ca | Feb 11, 2025 | 11 y | 0 | 2 |
| D••• J•••••• | C••• L•• BD affiliated | Prairieville, La | Mar 31, 2025 | 15 y | 4 | 2 |
| R••• J•••••• | C••• L•• BD affiliated | Palatine, Il | Jul 24, 2023 | 14 y | 0 | 2 |
| S•••••• R••••• J•••••• | C••• L•• BD affiliated | Westport, Ct | Jan 16, 2024 | 15 y | 4 | 2 |
| S•••••• K••• J••••••• | C••• L•• BD affiliated | Omaha, Ne | May 20, 2022 | 22 y | 1 | 1 |
| B•••• A•••• J•••• | C••• L•• BD affiliated | Omaha, Ne | Jun 10, 2025 | 12 y | 1 | 1 |
| I••••• B••••••• J•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Sep 27, 2022 | 12 y | 1 | 1 |
| J•••• M••• J•••• | C••• L•• BD affiliated | Spokane, Wa | Feb 20, 2020 | 17 y | 3 | 2 |
| G•••••• A•••• J•••• | C••• L•• BD affiliated | Omaha, Ne | Mar 1, 2023 | 12 y | 2 | 1 |
| M••• A••••• J•••• | C••• L•• BD affiliated | Omaha, Ne | Oct 4, 2021 | 26 y | 1 | 2 |
| M•••••• W••• J•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 27, 2025 | 21 y | 2 | 1 |
| N••••• R•••• J•••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Kennewick, Wa | Apr 26, 2023 | 13 y | 0 | 1 |
| V•••••• M••••••• J•••• Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Feb 5, 2026 | 10 y | 0 | 1 |
| A••••• D•••• J••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Watkinsville, Ga | Jan 22, 2018 | 12 y | 0 | 1 |
| J•••• M•••••• J••• | C••• L•• BD affiliated | Omaha, Ne | Aug 27, 2020 | 13 y | 2 | 2 |
| K•••• L• J••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 3, 2023 | 13 y | 1 | 1 |
| J•••• K••••••• Certified Financial Planner | C••• L•• BD affiliated | Pittsburgh, Pa | Jul 18, 2022 | 12 y | 1 | 2 |
| A••••• R••• K••• | C••• L•• BD affiliated | Farmington, Ct | May 9, 2022 | 13 y | 1 | 2 |
| R••••• A••• K••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Farmington, Ct | May 9, 2022 | 42 y | 2 | 3 |
| S•••• W•••••• K••••• | C••• L•• BD affiliated | St. Joseph, Mo | Feb 25, 2021 | 13 y | 0 | 1 |
| S••••• J••• K•••• | C••• L•• BD affiliated | Las Vegas, Nv | Oct 18, 2019 | 22 y | 4 | 3 |
| S•••• M•••••• K••••• Chartered Financial Consultant | C••• L•• BD affiliated | Seneca, Sc | Jul 16, 2025 | 12 y | 1 | 1 |
| P••• J••••• K•••••• | C••• L•• BD affiliated | Westport, Ct | Jan 7, 2026 | 12 y | 0 | 1 |
| N••• K••••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 16, 2024 | 10 y | 1 | 1 |
| R•••••• M•••• K••••• | C••• L•• BD affiliated | Omaha, Ne | Nov 1, 2023 | 28 y | 1 | 1 |
| C•••• A••••• K••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Mar 13, 2023 | 21 y | 1 | 2 |
| S•••••••• M•••• K•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 18, 2022 | 11 y | 1 | 1 |
| O••••• Z••• K•••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Oct 7, 2024 | 19 y | 2 | 1 |
| M•••••• A•••• K••• | C••• L•• BD affiliated | Omaha, Ne | Feb 4, 2019 | 17 y | 2 | 3 |
| A•••• B••• K••••• | C••• L•• BD affiliated | Omaha, Ne | Aug 6, 2024 | 27 y | 0 | 1 |
| A•••• D•••• K••••••• | C••• L•• BD affiliated | Bentonville, Ar | May 18, 2026 | 12 y | 0 | 1 |
| A••• J••• K••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Naperville, Il | Jul 7, 2020 | 13 y | 1 | 2 |
| J••• V•••••• K••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jul 7, 2020 | 34 y | 1 | 2 |
| R••••• A•• K••••• K••••••••• | C••• L•• BD affiliated | Highland Ranch, Co | Dec 13, 2023 | 12 y | 0 | 1 |
| M•••••• B•••••• K••••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 2, 2025 | 10 y | 0 | 1 |
| S••••• M•••• K•••• | C••• L•• BD affiliated | Omaha, Ne | Sep 21, 2017 | 17 y | 2 | 2 |
| P••••• M•••••••• K•••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Jul 31, 2023 | 12 y | 2 | 2 |
| M•••••• A•• K•••••• Certified Financial Planner | C••• L•• BD affiliated | Cincinnati, Oh | Nov 10, 2025 | 12 y | 2 | 1 |
| B•••• K•••• | C••• L•• BD affiliated | Las Vegas, Nv | Dec 10, 2021 | 18 y | 1 | 3 |
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.