Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warren Martin is a financial advisor with over 30 years of experience in the industry. David is registered with CWM, LLC and is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™. David has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. David specializes in financial planning, portfolio management, and selection of other advisors. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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NE
11/13/2024 - Present
CWM, LLC (OMAHA NE)
Active
Inactive
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