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Robert Wayne Huntley

CWM, LLC

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About Robert Wayne Huntley

Robert Wayne Huntley is an investment advisor representative with CWM, LLC, doing business as Carson Group Partners. Robert is a Certified Financial Planner and Chartered Financial Consultant. Robert has been in the financial services industry for over 30 years. He is a registered investment advisor in Texas. Robert has a broad range of experience in financial planning, estate planning and portfolio management. He has also authored the book "Retire is a Verb." Robert is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Robert Huntley 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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Robert Huntley’s Registration & Firm History

TX

07/26/2016 - Present

CWM, LLC (Georgetown TX)

TX

01/17/2017 - 05/02/2019

CETERA ADVISOR NETWORKS LLC (GEORGETOWN TX)

TX

03/10/1999 - 01/19/2017

LPL FINANCIAL LLC (GEORGETOWN TX)

VA

12/01/1997 - 11/12/1999

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

01/21/1994 - 12/01/1997

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

DE

06/30/1987 - 01/28/1994

PML SECURITIES COMPANY (NEWARK DE)

AZ

11/19/1989 - 01/17/1994

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

01/13/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/23/1985 - 01/21/1986

LOWRY FINANCIAL SERVICES CORPORATION

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Licenses & Designations

BC

Issued 02/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Wayne Huntley.
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