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Ryan Thompson

CWM, LLC

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About Ryan Thompson

Ryan Thompson is an investment advisor representative, currently associated with CWM, LLC based in Omaha, NE. Ryan has over 10 years of experience in the financial services industry. Ryan has a Series 7TO, Series 66 and SIE license and specializes in Retirement Planning, Investment Advisory Services and Portfolio Management for Individuals. Ryan has worked for several financial firms prior to his current role at CWM, LLC, including Edward Jones, John Hancock Investment Management Distributors LLC, and John Hancock Investment Management LLC.

Firm Information

Ryan Thompson 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 Thompson’s Registration & Firm History

AZ

02/21/2024 - Present

CWM, LLC (Scottsdale AZ)

AZ

11/01/2022 - 02/09/2024

EDWARD JONES (MESA AZ)

AZ

07/13/2021 - 10/22/2022

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)

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Licenses & Designations

BOTH

Issued 08/12/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Thompson.
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