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Michael Shane David

CWM, LLC

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About Michael Shane David

Michael Shane David is an investment advisor representative at CWM, LLC. Michael has been in the industry since 1997 and has experience in insurance, fixed insurance, aviation, and real estate. Michael is registered with the state of Texas as an investment advisor representative. Michael has a Series 6, 7, 24, 63, and 65 licenses. Michael is committed to providing his clients with personalized financial advice and guidance. Michael is also a member of the Kids, Inc Foundation board.

Firm Information

Michael David 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 David’s Registration & Firm History

NE

04/24/2013 - Present

CWM, LLC (OMAHA NE)

TX

01/17/2017 - 08/03/2022

CETERA ADVISOR NETWORKS LLC (AMARILLO TX)

TX

10/06/2004 - 01/24/2017

LPL FINANCIAL LLC (AMARILLO TX)

AZ

06/16/1997 - 10/08/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Shane David. Review regulatory record here.
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