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Erin Kay Wood

CWM, LLC

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About Erin Kay Wood

Erin Wood is a financial advisor registered with CWM, LLC in Omaha, Nebraska. Erin has over 15 years of experience in the financial services industry. Erin has held previous registrations with Raymond James Financial Services, Inc., First National Capital Markets, TD Ameritrade, Inc., and Ameriprise Financial Services, Inc. Erin is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Erin provides financial planning, portfolio management for individuals and selection of other advisers.

Firm Information

Erin Wood 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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Erin Wood’s Registration & Firm History

NE

08/23/2018 - Present

CWM, LLC (OMAHA NE)

NE

06/17/2015 - 06/07/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)

NE

06/19/2012 - 06/18/2015

FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)

NE

07/26/2010 - 05/31/2012

TD AMERITRADE, INC. (OMAHA NE)

WI

10/13/2003 - 07/09/2010

AMERIPRISE FINANCIAL SERVICES, INC. (ELM GROVE WI)

MN

10/13/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Kay Wood.
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