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Alan Russel Hodgson

CWM, LLC

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About Alan Russel Hodgson

Alan Russel Hodgson is a financial advisor with over 30 years of experience in the industry. Alan has worked with several firms over the years, including Commonwealth Financial Network, Allegis Investment Services, and United Planners' Financial Services of America a Limited Partner. Alan is currently registered as an Investment Advisor Representative with CWM, LLC, a firm that provides financial planning and portfolio management services. Alan is a Certified Financial Planner and has a Series 65 license.

Firm Information

Alan Hodgson is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Alan Hodgson’s Registration & Firm History

UT

01/02/2024 - Present

CWM, LLC (Kaysville UT)

UT

03/08/2019 - 02/25/2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BOUNTIFUL UT)

UT

05/01/2015 - 04/05/2019

ALLEGIS INVESTMENT SERVICES, LLC (Bountiful UT)

UT

08/30/2012 - 05/05/2015

COMMONWEALTH FINANCIAL NETWORK (BOUNTIFUL UT)

UT

06/11/1997 - 09/08/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)

IN

06/11/1997 - 06/07/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

OH

09/04/1996 - 06/11/1997

KEY INVESTMENTS INC. (CLEVELAND OH)

IA

10/02/1991 - 10/02/1996

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

RI

11/14/1989 - 10/17/1991

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NA

06/26/1987 - 01/13/1988

FITZGERALD, DEARMAN & ROBERTS, INC.

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Licenses & Designations

IA

Issued 08/05/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alan Russel Hodgson. Review regulatory record here.
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