Jeremy Toothman is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 14 years of industry experience. Jeremy 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.
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Jeremy works as an Associate Wealth Advisor for CWM, LLC DBA Carson Partners, offering advisory services. He also holds Director of Operations positions at Main Street Financial Group, CWM, LLC DBA Carson Wealth, and Main Street FG, LLC, focusing on office operations, client account maintenance, and client activities; each of these roles takes about a quarter of Jeremy's time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
E*trade Securities LLCBroker
State Registrations1 state
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