GE
CFA
GE
CFA

Grant Engelbart

14 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

14600 Branch Street, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cwm, LLC
August 2023 - Present · 2 yrs 6 mos
Carson Group Investing
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2023 - July 2023 · 6 mos
Orion Portfolio Solutions, LLC
January 2022 - January 2023 · 1 yr
Brinker Capital Investments, LLC.
December 2010 - December 2021 · 11 yrs
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.