George Lewis is a CFP-designated registered investment advisor, based in Omaha, NE, with 23 years of industry experience.
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
George is a wealth advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, dedicating nearly full-time hours to providing investment advisory services. He also sells fixed insurance products and is the president of Main Street FG, LLC DBA Main Street Financial Group, managing both the financial advisory and insurance business.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
Transamerica Capital, INC.Broker
State Registrations23 states
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