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 |
|---|---|---|---|---|---|---|
| Toby John Lafont dual registrant | Cwm, LLC BD affiliated | Thibodaux, La | Mar 20, 2019 | 29 y | 1 | 2 |
| Casey Marie Laframboise dual registrant | Cwm, LLC BD affiliated | Omaha, Ne | Oct 22, 2025 | 11 y | 1 | 1 |
| Zachary Lawrence Langan | Cwm, LLC BD affiliated | Georgetown, Tx | Jul 25, 2016 | 15 y | 1 | 1 |
| L••• L••••• | C••• L•• BD affiliated | Omaha, Ne | Jun 12, 2023 | 11 y | 0 | 2 |
| J••• A••• L••••• Certified Financial Planner | C••• L•• BD affiliated | Orlando, Fl | Jan 2, 2019 | 36 y | 3 | 4 |
| T••••• G••••• L•••••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jun 29, 2026 | 13 y | 2 | 1 |
| L•••• J••• L••••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Feb 13, 2025 | 28 y | 4 | 1 |
| K•••••• L•••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Jul 28, 2026 | 13 y | 2 | 2 |
| J••••• J••• L••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | May 18, 2023 | 23 y | 2 | 2 |
| M•••••• J• L••••••• Chartered Financial Analyst | C••• L•• BD affiliated | Omaha, Ne | Feb 12, 2021 | 29 y | 0 | 2 |
| R••• M••••••• L••••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 24, 2017 | 15 y | 1 | 2 |
| D••••• V•••••• L••• R••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Mar 29, 2021 | 12 y | 1 | 2 |
| C•••• K••••• L•••••• | C••• L•• BD affiliated | Roseville, Ca | Jul 1, 2026 | 15 y | 1 | 4 |
| K••••• L•••• L•••••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Driggs, Id | Jul 1, 2026 | 33 y | 5 | 3 |
| S•••••••• M•••• L•• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Dec 21, 2020 | 11 y | 0 | 1 |
| R••••• S••••• L•• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Mar 23, 2015 | 28 y | 1 | 3 |
| A•••• M•••• L••••• | C••• L•• BD affiliated | Carlisle, Pa | Feb 17, 2026 | 12 y | 1 | 1 |
| R••••• J••••• L•••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Nov 10, 2025 | 26 y | 3 | 2 |
| D•••• L••• | C••• L•• BD affiliated | Omaha, Ne | Jun 4, 2025 | 11 y | 0 | 1 |
| G••••• C••••••• L•••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Oct 30, 2023 | 22 y | 1 | 2 |
| R••• M•••••• L•••• | C••• L•• BD affiliated | Omaha, Ne | Jul 15, 2025 | 12 y | 0 | 1 |
| C••••• P••••• L•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Mar 13, 2023 | 12 y | 1 | 1 |
| S••• N••••• L•••• | C••• L•• BD affiliated | Yakima, Wa | Sep 26, 2025 | 11 y | 0 | 1 |
| T•••• R••• L•••••• | C••• L•• BD affiliated | Omaha, Ne | Mar 9, 2026 | 10 y | 1 | 2 |
| M••• R••••• L•••••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 1, 2011 | 26 y | 1 | 2 |
| S•••••• L••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Lebanon, Nh | Jul 27, 2026 | 22 y | 3 | 3 |
| C•••• P••• L•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Baton Rouge, La | Mar 13, 2023 | 16 y | 2 | 2 |
| C••••••••• A•••••• L••• Certified Financial Planner | C••• L•• BD affiliated | Foxborough, Ma | Apr 30, 2019 | 34 y | 5 | 1 |
| L•••• M••••••••• | C••• L•• BD affiliated | Murray, Ut | Jan 3, 2025 | 11 y | 2 | 1 |
| A•••• M••••••• M••• Certified Financial Planner | C••• L•• BD affiliated | Boulder, Co | Nov 20, 2023 | 10 y | 4 | 2 |
| G•••••• M• M••••• | C••• L•• BD affiliated | Omaha, Ne | Jul 6, 2026 | 11 y | 2 | 1 |
| N•••• M•••••• | C••• L•• BD affiliated | Omaha, Ne | Jun 7, 2021 | 14 y | 0 | 1 |
| M•••••• M••••••• dual registrant | C••• L•• BD affiliated | Lebanon, Nh | Jul 27, 2026 | 24 y | 3 | 2 |
| C••• M•••••• M••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Livonia, Mi | Nov 14, 2024 | 10 y | 1 | 1 |
| S•••••• J••••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Sarasota, Fl | Jul 17, 2019 | 28 y | 3 | 3 |
| J•••• M•••••• M••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Dec 3, 2020 | 10 y | 0 | 1 |
| J•••••• M•••• M••••••• dual registrant | C••• L•• BD affiliated | Lebanon, Nh | Jul 27, 2026 | 22 y | 2 | 2 |
| J••••• M•••••• M••••••• | C••• L•• BD affiliated | The Woodlands, Tx | Jul 22, 2022 | 21 y | 1 | 3 |
| K••• W•••••• M•••••• | C••• L•• BD affiliated | Omaha, Ne | Aug 17, 2026 | 31 y | 1 | 2 |
| D•••• M•••••• M••••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | May 16, 2024 | 29 y | 5 | 1 |
| J•••••• W•••• M•••••• | C••• L•• BD affiliated | Omaha, Ne | Apr 24, 2013 | 23 y | 6 | 1 |
| K•••••• L••• M•••••• | C••• L•• BD affiliated | Yuma, Az | Feb 3, 2023 | 18 y | 0 | 1 |
| M•••••• R••• M•••••• | C••• L•• BD affiliated | West Des Moines, Ia | Nov 5, 2025 | 11 y | 0 | 1 |
| M••• S•••••• M••••••• Certified Financial Planner | C••• L•• BD affiliated | Farmington Hills, Mi | May 23, 2018 | 16 y | 4 | 3 |
| C•••• J•••• M••••••• | C••• L•• BD affiliated | Wichita, Ks | May 29, 2019 | 10 y | 1 | 2 |
| E••• J••• M••••• | C••• L•• BD affiliated | Vancouver, Wa | Oct 16, 2015 | 20 y | 1 | 1 |
| J••• A•••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Vancouver, Wa | Oct 13, 2015 | 38 y | 1 | 1 |
| G•••••• M••••• M••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Dec 18, 2020 | 13 y | 0 | 3 |
| J••• M•••••• Chartered Financial Analyst | C••• L•• BD affiliated | Omaha, Ne | Feb 5, 2024 | 12 y | 1 | 1 |
| N••• A•••••• M•••••• | C••• L•• BD affiliated | North Canton, Oh | Dec 9, 2013 | 28 y | 2 | 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.