Michael Gruidel is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 9 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. 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
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 Activities
Michael works as an administrative assistant and paraplanner for CWM, LLC, an SEC-registered investment advisory firm, since 2020. This takes up a full-time commitment, with most of the hours during trading hours.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
TD Ameritrade, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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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