linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Thomas Gioscio

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Thomas Gioscio

Brian Thomas Gioscio is an Investment Advisor Representative with CWM, LLC located in Omaha, NE. Brian Gioscio is a CERTIFIED FINANCIAL PLANNER™ professional. Brian Thomas Gioscio has been a registered representative since July 3, 2018, and has also worked with John Hancock Distributors LLC. Brian Gioscio has passed the Series 6, Series 63, and Series 65 exams. Brian Gioscio has specialized in retirement planning, estate planning, and insurance, and he provides financial planning services for individual clients as well as business owners. Brian Thomas Gioscio works with individuals and businesses to develop customized financial plans that are tailored to their unique needs and goals.

Firm Information

Brian Gioscio 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Gioscio’s Registration & Firm History

NE

06/28/2022 - Present

CWM, LLC (OMAHA NE)

MA

07/03/2018 - 05/09/2022

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

Not sure if Brian Thomas Gioscio is right for you?

Licenses & Designations

IA

Issued 06/13/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Thomas Gioscio.
Not sure if Brian Thomas Gioscio is right for you?