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Eric Scott Wishan

CWM, LLC

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About Eric Scott Wishan

Eric Wishan is an investment advisor representative at CWM, LLC DBA CARSON GROUP PARTNERS. Eric has been in the financial services industry since May 2005. Eric has Series 7 and Series 66 licenses, and is registered in 17 states. Eric is also a registered investment advisor representative in Texas and Oregon. In addition to his work with CWM, LLC, Eric also works with several other companies in the financial services industry.

Firm Information

Eric Wishan 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 Wishan’s Registration & Firm History

OR

02/05/2018 - Present

CWM, LLC (Lake Oswego OR)

OR

05/25/2005 - 02/06/2018

LPL FINANCIAL LLC (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 06/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Scott Wishan. Review regulatory record here.
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