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Randy W Harrison

CWM, LLC

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About Randy W Harrison

Randy Harrison is a financial advisor with CWM, LLC and is licensed to provide financial advice in Nebraska. Randy has been in the industry since 1998. Randy is a Chartered Financial Consultant. Randy has experience with other firms including CETERA ADVISOR NETWORKS LLC, ALLIANZ LIFE FINANCIAL SERVICES, LLC, DIRECTED SERVICES LLC, PRINCOR FINANCIAL SERVICES CORPORATION, and DIRECTED SERVICES, INC.

Firm Information

Randy Harrison 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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Randy Harrison’s Registration & Firm History

NE

11/21/2014 - Present

CWM, LLC (OMAHA NE)

NE

02/14/2012 - 02/12/2013

CETERA ADVISOR NETWORKS LLC (OMAHA NE)

MN

11/25/2009 - 01/18/2012

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

IA

08/29/2005 - 11/03/2009

DIRECTED SERVICES LLC (DES MOINES IA)

IA

02/22/2005 - 08/08/2005

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

PA

07/17/2002 - 02/02/2005

DIRECTED SERVICES, INC. (WEST CHESTER PA)

IA

05/20/1998 - 06/26/2002

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 03/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy W Harrison.
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