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Sean Wallace

CWM, LLC

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About Sean Wallace

Sean Wallace is a registered Investment Advisor Representative with CWM, LLC. Sean has been in the industry for 3 years and is currently licensed in Connecticut. Sean has passed the Series 65 exam. Sean is associated with CWM, LLC's Omaha, NE and Westport, CT offices. Sean has previously worked at Infinex Financial Group, Datto, Inc., Norwich University, Newtown Public Schools, Gold Family Wealth and CWM, LLC. Sean is a lacrosse coach and enjoys working with youth.

Firm Information

Sean Wallace 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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Sean Wallace’s Registration & Firm History

NE

01/22/2024 - Present

CWM, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 01/17/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Wallace.
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