Thomas Hall is a CFP, ChFC-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 32 years of industry experience. Thomas 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.
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
Thomas is an Investment Advisory Representative at CWM, LLC DBA Carson Group Partners and a Financial Professional at Carson Wealth Midvale, spending full-time hours between the two. He also sells fixed insurance products and makes client referrals for Galileo Money, while dedicating minimal time as the Owner/Founder/President of Advisor Metrix LLC.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Washington Square Securities, INC.Broker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
Pml Securities CompanyBroker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
Intersecurities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.