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Eric John McEwan

CWM, LLC

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About Eric John McEwan

Eric McEwan is a registered investment advisor representative with CWM, LLC. Eric has been in the securities industry since December 2006 and has been with CWM, LLC since October 2015. Eric is also registered with the state of Washington as an investment advisor representative. Eric holds Series 7, 66, and SIE licenses. Eric specializes in providing financial planning, portfolio management, and investment advisory services to individual investors and clients. Eric is also a registered representative with LPL Financial LLC and provides administrative support to Granite Wealth Strategies.

Firm Information

Eric McEwan 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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Eric McEwan’s Registration & Firm History

WA

10/16/2015 - Present

CWM, LLC (Vancouver WA)

WA

12/07/2006 - 01/19/2017

LPL FINANCIAL LLC (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 01/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric John McEwan.
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