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Russell Grant Nieland

CWM, LLC

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About Russell Grant Nieland

Russell Nieland is an investment advisor representative with CWM, LLC, a firm based in Omaha, Nebraska. Russell has been in the financial services industry since 2012, working for firms including TD Ameritrade, Inc., LPL Financial LLC, and Cetera Advisor Networks LLC. Russell is a Certified Financial Planner and holds licenses for the Series 66, SIE, and Series 7 examinations. Russell provides investment advice and financial planning services to individuals and businesses. In addition to Russell's primary role at CWM, LLC, Russell is an insurance agent for various insurance companies, selling life, disability, annuities, and long-term care.

Firm Information

Russell Nieland 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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Russell Nieland’s Registration & Firm History

NE

11/21/2023 - Present

CWM, LLC (OMAHA NE)

NE

05/02/2018 - 09/16/2019

CETERA ADVISOR NETWORKS LLC (OMAHA NE)

IA

01/24/2018 - 05/15/2018

LPL FINANCIAL LLC (CEDAR RAPIDS IA)

NE

03/20/2012 - 01/11/2018

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 03/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Russell Grant Nieland. Review regulatory record here.
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