Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM charges fees for asset management, financial planning, and retirement program services. Asset management fees are based on a percentage of assets managed. Financial planning fees can be charged for Focused Wealth Plans and True Wealth Plans. Fees may be negotiable. The specific fees and services will be detailed in your advisory agreement.
Areas of Practice
Advisor Information
Office location
14600 Branch St., Omaha, NE, 68154
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is an investment advisory representative for CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group, spending about a quarter of his time providing advisory services. He also works as an insurance agent selling life, disability, annuities, and long-term care, dedicating a few hours per week, and is a partner in JAW Financial, a shell corporation created to purchase group medical insurance, spending minimal time on it.