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
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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
Adam is a wealth advisor at CWM, LLC DBA Carson Partners, and a founder/financial professional at Two Bird Wealth Strategies, Inc., dedicating full-time hours to these activities. He also co-owns a fixed insurance business, selling life, disability, annuities, and long-term care, which takes a few hours per week, and co-owns RFC Holdings, LLC, a commercial real estate holding company, requiring minimal time.