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Ryan Kurt Wittman

CWM, LLC

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About Ryan Kurt Wittman

Ryan Wittman is an Investment Advisor Representative at CWM, LLC and True North Financial. Ryan has been in the financial industry since 2005 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Ryan holds Series 63, 65, and 7 licenses, as well as the SIE exam. He is registered in Montana and Texas. Ryan's primary office is in Billings, Montana, and he also works out of the Omaha, Nebraska office. Ryan has been actively involved in the industry and is dedicated to providing clients with personalized financial advice.

Firm Information

Ryan Wittman 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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Ryan Wittman’s Registration & Firm History

MT

09/24/2024 - Present

CWM, LLC (Billings MT)

MT

01/04/2021 - 01/21/2021

PURSHE KAPLAN STERLING INVESTMENTS (Billings MT)

MT

12/09/2015 - 08/13/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Billings MT)

MT

07/02/2007 - 12/10/2015

COMMONWEALTH FINANCIAL NETWORK (BILLINGS MT)

MT

06/14/2005 - 07/16/2007

THE CONCORD EQUITY GROUP, LLC (BILLINGS MT)

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Licenses & Designations

IA

Issued 08/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Kurt Wittman.
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