Shawna Goodly is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 20 years of industry experience. Shawna 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
Shawna is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. She also works full-time as a wealth advisor for CWM, LLC under various DBAs, providing financial and retirement planning services.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
The Shobe Financial Group
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations11 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.