Gregory Wambolt is a CFP, ChFC-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is involved in event and property rentals through Conifer Ranch since January 2023, and commercial real estate rentals through Wambolt Properties I & II since August 2005. He is also a board member and investor in Personos since October 2024.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Metis Wealth Management, LLC
Centric Investment Group INC
Metis, L.L.C.
Wambolt & Associates, LLC
Northwestern Mutual Investment Services,llc
Network Planning Advisors, L.L.C.
Northwestern Mutual Wealth Management Company
Financial Blueprints, LLC
State Registrations2 states
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