Mark Lookabill is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2025Judgment / Lien
October 2018Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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