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Benjamin Jack Hewlett

CWM, LLC

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About Benjamin Jack Hewlett

Benjamin Hewlett is a financial advisor at CWM, LLC, and has been working in the financial services industry since 2017. Benjamin holds the Series 7TO, Series 66, and SIE licenses. Benjamin has a strong background in financial planning, investment management, and insurance. Benjamin is committed to providing personalized financial advice to help clients reach their financial goals. Benjamin is based in Omaha, Nebraska, and has a strong understanding of the local market.

Firm Information

Benjamin Hewlett 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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Benjamin Hewlett’s Registration & Firm History

NE

03/16/2020 - Present

CWM, LLC (OMAHA NE)

UT

04/28/2020 - 10/09/2023

CETERA ADVISOR NETWORKS LLC (MIDVALE UT)

UT

03/19/2019 - 04/18/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)

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Licenses & Designations

BOTH

Issued 05/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Jack Hewlett.
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