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 |
|---|---|---|---|---|---|---|
| Joseph Shawn Mcguire Certified Financial Planner | Cwm, LLC BD affiliated | Milton, Ga | Oct 9, 2024 | 24 y | 2 | 1 |
| Bailey Nichole Mcnamara Certified Financial Planner · dual registrant | Cwm, LLC BD affiliated | Omaha, Ne | Mar 13, 2023 | 13 y | 2 | 3 |
| Thaddeus J Mcvay | Cwm, LLC BD affiliated | Cedar Rapids, Ia | May 21, 2020 | 12 y | 1 | 2 |
| J••••• D••• M••••• Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Jul 11, 2018 | 13 y | 1 | 5 |
| W•••••• D••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Phoenix, Az | Jul 12, 2018 | 43 y | 0 | 2 |
| T••• J••••• M••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Slidell, La | Sep 14, 2015 | 26 y | 1 | 2 |
| B•••••• R••• M••••••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | Lebanon, Nh | Jul 27, 2026 | 11 y | 3 | 3 |
| W•••••• M••••••• Certified Financial Planner | C••• L•• BD affiliated | Littleton, Co | Jun 9, 2025 | 10 y | 1 | 2 |
| D•••• E••••• M••••• | C••• L•• BD affiliated | Omaha, Ne | May 7, 2025 | 10 y | 0 | 2 |
| M•••••• C••••• M••••••• | C••• L•• BD affiliated | Alpharetta, Ga | Oct 31, 2023 | 10 y | 1 | 1 |
| J•• C•••••• M•••••••• Certified Financial Planner | C••• L•• BD affiliated | Marquette, Mi | Apr 7, 2025 | 32 y | 2 | 2 |
| B•••••• A••••• M•••• | C••• L•• BD affiliated | Omaha, Ne | Feb 27, 2026 | 10 y | 2 | 2 |
| J••••• P••••••• M••••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Apr 15, 2019 | 29 y | 3 | 4 |
| D••• E•••• M••••• | C••• L•• BD affiliated | Carmel, In | Nov 14, 2025 | 33 y | 3 | 1 |
| W•••••• D••••• M••••••• Certified Financial Planner, Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Dec 2, 2016 | 34 y | 4 | 2 |
| C••••• A•• M••• Certified Financial Planner | C••• L•• BD affiliated | Green Bay, Wi | Apr 27, 2026 | 29 y | 4 | 1 |
| J••••••• A••••• M•••• Certified Financial Planner | C••• L•• BD affiliated | Doylestown, Pa | Jan 17, 2017 | 24 y | 7 | 2 |
| J••••••• E••••• M•••••• | C••• L•• BD affiliated | Johnson City, Tn | Aug 20, 2014 | 18 y | 4 | 1 |
| J•••• D••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Amarillo, Tx | Oct 12, 2022 | 43 y | 5 | 1 |
| N••••• W•••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Oct 12, 2022 | 23 y | 5 | 1 |
| J••• A••• M••••• Certified Financial Planner | C••• L•• BD affiliated | Cincinnati, Oh | Nov 10, 2025 | 11 y | 1 | 1 |
| C••• C•••••••• M••• | C••• L•• BD affiliated | Omaha, Ne | Aug 25, 2026 | 10 y | 0 | 1 |
| J••••• C••••• N••• | C••• L•• BD affiliated | Cincinnati, Oh | Nov 10, 2025 | 11 y | 3 | 1 |
| G•••••• P•••• N••••• | C••• L•• BD affiliated | Omaha, Ne | Mar 10, 2022 | 26 y | 0 | 1 |
| P•••••• N•• | C••• L•• BD affiliated | Providence, Ri | Oct 22, 2020 | 24 y | 5 | 4 |
| W•••• L•• N•••••• | C••• L•• BD affiliated | Omaha, Ne | Apr 30, 2018 | 33 y | 1 | 1 |
| R•••••• G••••• N•••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Apr 30, 2018 | 29 y | 5 | 4 |
| R•••••• G•••• N•••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | May 18, 2018 | 14 y | 5 | 3 |
| A•• L••••• N••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Sep 20, 2022 | 30 y | 2 | 2 |
| T••••• J•••• N••• Chartered Financial Consultant | C••• L•• BD affiliated | Omaha, Ne | Jun 12, 2018 | 36 y | 2 | 3 |
| W•••••• D••••• N•••••• Certified Financial Planner | C••• L•• BD affiliated | Palatine, Il | Jan 26, 2023 | 30 y | 4 | 4 |
| J••••• M•••••• N•••• | C••• L•• BD affiliated | Omaha, Ne | Apr 2, 2025 | 11 y | 0 | 1 |
| M••••• N••••• N•••••• | C••• L•• BD affiliated | Engelwood, Co | Jan 6, 2026 | 16 y | 3 | 1 |
| S•••• M•••••• O••••••• | C••• L•• BD affiliated | Torrance, Ca | Oct 19, 2020 | 24 y | 1 | 1 |
| K••• S• O•••••• | C••• L•• BD affiliated | Omaha, Ne | Aug 11, 2026 | 10 y | 0 | 1 |
| M••••••• N••••• O•••• Certified Financial Planner | C••• L•• BD affiliated | Maitland, Fl | Sep 28, 2018 | 26 y | 3 | 2 |
| K•••• O••••••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Mar 7, 2024 | 13 y | 4 | 2 |
| J•••• O••••• | C••• L•• BD affiliated | Omaha, Ne | Oct 1, 2025 | 13 y | 0 | 1 |
| B•••• T••••• O••••• Certified Financial Planner | C••• L•• BD affiliated | Jackson, Mi | Jun 10, 2024 | 13 y | 1 | 1 |
| K•••• B••• O••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Jul 7, 2021 | 13 y | 0 | 1 |
| C••• M•••••• O•••••• Certified Financial Planner · dual registrant | C••• L•• BD affiliated | New Orleans, La | Mar 19, 2019 | 30 y | 1 | 2 |
| D••••• H••••• O••• dual registrant | C••• L•• BD affiliated | Memphis, Tn | Sep 27, 2017 | 38 y | 1 | 3 |
| R••• R••••••••• O•••••• Certified Financial Planner | C••• L•• BD affiliated | Omaha, Ne | Feb 18, 2020 | 18 y | 4 | 1 |
| D•••••• P••••• | C••• L•• BD affiliated | Westborough, Ma | Oct 22, 2020 | 18 y | 5 | 4 |
| B••••••• T••••• P•••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Apr 30, 2024 | 28 y | 5 | 1 |
| O••••• D••••• P•••• Certified Financial Planner | C••• L•• BD affiliated | Atlanta, Ga | Aug 17, 2026 | 10 y | 4 | 2 |
| J••••• A•••• P••• dual registrant | C••• L•• BD affiliated | Omaha, Ne | Aug 3, 2020 | 19 y | 3 | 1 |
| M•••••• E•••• P•••••• | C••• L•• BD affiliated | Omaha, Ne | Jan 4, 2019 | 23 y | 4 | 2 |
| A••••• T••••• P•••• | C••• L•• BD affiliated | Omaha, Ne | Jul 1, 2022 | 10 y | 3 | 3 |
| V•••• A•• P•••••• | C••• L•• BD affiliated | Kennewick, Wa | Jul 16, 2020 | 11 y | 2 | 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.