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Douglas Dix Boring

CWM, LLC

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About Douglas Dix Boring

Douglas Dix Boring is a financial advisor who has been in the industry since 2002. Douglas is a Certified Financial Planner and is registered with CWM, LLC in California. Douglas previously worked for LPL Financial LLC and Princor Financial Services Corporation in California. Douglas specializes in Retirement Planning, College Savings Plans and Investment Advisory. Douglas also provides advisory services to high-net-worth individuals, corporations, and individuals other than high-net-worth. Douglas Dix Boring is committed to providing clients with the highest level of service and guidance.

Firm Information

Douglas Boring 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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Douglas Boring’s Registration & Firm History

CA

11/17/2021 - Present

CWM, LLC (Roseville CA)

CA

02/19/2008 - 11/29/2021

LPL FINANCIAL LLC (ROSEVILLE CA)

CA

12/05/2002 - 02/20/2008

PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 01/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Dix Boring.
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