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Shawna Marie Goodly

CWM, LLC

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About Shawna Marie Goodly

Shawna Goodly is a wealth advisor at CWM, LLC, dba Carson Partners. Shawna is licensed in multiple states and has experience in providing financial planning, estate planning, and other advisory services to clients. Shawna is also an insurance agent with a focus on life, disability, annuities, and long-term care insurance. Shawna is committed to helping clients achieve their financial goals.

Firm Information

Shawna Goodly 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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Shawna Goodly’s Registration & Firm History

NE

03/13/2023 - Present

CWM, LLC (OMAHA NE)

LA

09/22/2017 - 03/16/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)

TX

01/29/2015 - 09/20/2017

FIDELITY BROKERAGE SERVICES LLC (SUGAR LAND TX)

TX

12/19/2011 - 10/02/2013

FIDELITY BROKERAGE SERVICES LLC (SUGAR LAND TX)

TX

08/11/2006 - 06/11/2010

FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)

LA

09/04/2002 - 07/18/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)

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Licenses & Designations

IA

Issued 03/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shawna Marie Goodly. Review regulatory record here.
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