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Toby John Lafont

CWM, LLC

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About Toby John Lafont

Toby Lafont is a financial advisor with over 24 years of experience in the industry. Toby is registered with Carson Group Partners and LPL Financial LLC. Toby specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Toby is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals. Toby is also a licensed insurance agent for several insurance companies. Toby is a dedicated professional with a passion for helping clients build a secure financial future.

Firm Information

Toby Lafont 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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Toby Lafont’s Registration & Firm History

LA

03/20/2019 - Present

CWM, LLC (Thibodaux LA)

LA

04/02/2003 - 04/15/2019

LPL FINANCIAL LLC (THIBODAUX LA)

MO

07/29/1997 - 04/04/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 07/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Toby John Lafont.
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