Russell Nieland is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 14 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Russell is an insurance agent selling life, disability, annuities, and long-term care insurance with various companies since 2018. This activity is investment-related and the time commitment varies.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations3 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.
Exams
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