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Nolan Maloney

CWM, LLC

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About Nolan Maloney

Nolan Maloney is an investment advisor representative registered with CWM, LLC DBA Carson Partners. Nolan is also the Director of Wealth Management Operations for Collective Wealth Austin, LLC DBA Colective Advisors. Nolan has been in the financial services industry since 2017, and has worked for several firms, including CETERA ADVISOR NETWORKS LLC and Sigma Financial Corporation. Nolan holds the Series 66, Series 7TO and SIE licenses and is registered in Texas. Nolan specializes in providing financial planning and asset management services to individuals and businesses.

Firm Information

Nolan Maloney 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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Nolan Maloney’s Registration & Firm History

NE

06/07/2021 - Present

CWM, LLC (OMAHA NE)

TX

10/27/2020 - 12/10/2021

CETERA ADVISOR NETWORKS LLC (AUSTIN TX)

TX

07/02/2020 - 10/28/2020

SIGMA FINANCIAL CORPORATION (Austin TX)

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Licenses & Designations

BOTH

Issued 04/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nolan Maloney.
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