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Allan Sheahan

CWM, LLC

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About Allan Sheahan

Allan Sheahan is a wealth advisor registered with CWM, LLC DBA CARSON WEALTH, a financial services firm headquartered in Omaha, NE. Allan has been working in the financial services industry since 2012 and holds several industry licenses, including Series 6, 7, 26, 63 and the SIE. He has experience working with individuals, corporations, and pension and profit-sharing plans. Allan's primary focus is on providing financial planning and portfolio management services to clients. He is also a Certified Financial Planner and is registered as an investment advisor representative in Massachusetts.

Firm Information

Allan Sheahan 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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Allan Sheahan’s Registration & Firm History

MA

04/02/2024 - Present

CWM, LLC (Foxborough MA)

NY

10/10/2022 - 04/05/2024

CANTOR FITZGERALD & CO. (NEW YORK NY)

PA

02/08/2019 - 10/04/2022

PACER FINANCIAL, INC. (MALVERN PA)

TN

07/20/2012 - 03/01/2019

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 08/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Allan Sheahan. Review regulatory record here.
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