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Kevin Oleszewski

CWM, LLC

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About Kevin Oleszewski

Kevin Oleszewski is an investment advisor representative at CWM, LLC. Kevin has been in the financial industry since 2012. Kevin has passed the Series 7 and Series 66 exams and holds the Certified Financial Planner designation. Kevin has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and PNC Bank. Kevin has expertise in Portfolio Management for Individuals, Selection of Other Advisers, and Financial Planning.

Firm Information

Kevin Oleszewski 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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Kevin Oleszewski’s Registration & Firm History

NJ

03/07/2024 - Present

CWM, LLC (Vineland NJ)

PA

03/07/2014 - 06/23/2017

WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)

NJ

12/17/2012 - 02/04/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)

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Licenses & Designations

BOTH

Issued 02/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Oleszewski.
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