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Michael Justin Salemy

CWM, LLC

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About Michael Justin Salemy

Michael Justin Salemy is a financial advisor with CWM, LLC located in Omaha, Nebraska. Michael has been in the financial industry for more than 10 years, and has experience working with a variety of clients, including individuals, corporations and high-net-worth families. Michael specializes in financial planning and portfolio management. Michael has a wide range of experience in the industry, having worked with several financial institutions, including Northwestern Mutual Investment Services, LLC, USAA Financial Advisors, Inc., EAGLE FUND DISTRIBUTORS, INC., and FORESIDE FUND SERVICES, LLC. Michael is also a registered investment advisor in Florida.

Firm Information

Michael Salemy 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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Michael Salemy’s Registration & Firm History

FL

01/01/2025 - Present

CWM, LLC (Sarasota FL)

FL

04/19/2022 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (SARASOTA FL)

FL

05/10/2018 - 04/20/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Lutz FL)

FL

06/15/2017 - 09/19/2017

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

10/22/2015 - 12/05/2016

EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

ME

11/10/2014 - 10/20/2015

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

NE

12/03/2013 - 11/11/2014

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

IL

03/31/2011 - 11/18/2013

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

FL

03/22/2010 - 03/28/2011

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

05/20/2009 - 03/12/2010

RAYMOND JAMES & ASSOCIATES, INC. (SUN CITY CENTER FL)

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Licenses & Designations

IA

Issued 08/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Justin Salemy. Review regulatory record here.
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