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Taylor Robert Smithyman

CWM, LLC

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About Taylor Robert Smithyman

Taylor Smithyman is a financial advisor who has been active in the industry since 2015. Taylor is registered in Louisiana, Texas and Wisconsin. Taylor is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Taylor is currently employed by CWM, LLC and previously worked for Cetera Advisor Networks LLC and LPL Financial LLC. Taylor also works for Business & Tax Systems, LLC and serves as president of the Rotary Club.

Firm Information

Taylor Smithyman 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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Taylor Smithyman’s Registration & Firm History

WI

06/12/2018 - Present

CWM, LLC (Fort Atkinson WI)

WI

06/12/2018 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (FORT ATKINSON WI)

WI

08/24/2015 - 06/20/2018

LPL FINANCIAL LLC (FORT ATKINSON WI)

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Licenses & Designations

BOTH

Issued 10/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Robert Smithyman.
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