Bryan Sweet is a ChFC-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 44 years of industry experience. Bryan 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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Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is the founder, CEO, and wealth advisor at Sweet Financial Partners, dedicating nearly full-time hours to this role. He is also involved in various other activities, including being a book author, coaching entrepreneurs, real estate, private aviation, and serving on community committees; he also sells non-variable insurance products.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Sweet Financial Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Manequity, INC.Broker
Chubb Securities CorporationBroker
American United Life Insurance CompanyBroker
Equity Services, 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.