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Brady Ryan Marlow

CWM, LLC

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About Brady Ryan Marlow

Brady Marlow is a financial advisor with over 20 years of experience in the financial services industry. Brady is currently registered with CWM, LLC. Brady holds a Series 66 license, a Series 7 license, and a SIE license. Brady is also a Certified Financial Planner. Prior to joining CWM, LLC, Brady has held positions at Northwestern Mutual Investment Services, LLC, Cambridge Investment Research, Inc., Securian Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Brady has experience in providing financial planning, portfolio management for individuals, and selecting other advisors. Brady's experience and credentials make him well-qualified to provide financial advice to individuals and families.

Firm Information

Brady Marlow 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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Brady Marlow’s Registration & Firm History

NE

04/07/2021 - Present

CWM, LLC (OMAHA NE)

NE

03/26/2020 - 02/04/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)

NE

10/12/2018 - 12/31/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (OMAHA NE)

NE

08/12/2015 - 01/23/2017

SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)

NE

04/26/2001 - 01/23/2014

AMERIPRISE FINANCIAL SERVICES, INC. (LINCOLN NE)

MN

04/26/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brady Ryan Marlow.
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