Keith Blythe is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 19 years of industry experience. Keith 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Keith has DBAs for his LPL business under Old National Investments and Old National Bank/Old National Wealth Advisors. These activities are investment-related.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Investment Advisors
Proequities, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations5 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.