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Trent Matthew Connor

CWM, LLC

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About Trent Matthew Connor

Trent Matthew Connor is a financial advisor at CWM, LLC with over 2 years of experience in the financial services industry. He is licensed to provide investment advisory services in Texas. Trent has a diverse background in education and financial services, including roles at Wise Counsel Wealth Management, Southwestern University, and Langham Creek Highschool. Trent is a Certified Financial Planner. Trent's specializations include Retirement Planning, College Savings Plans, and Estate Planning. CWM, LLC is an investment advisory firm that offers a variety of services, including financial planning, portfolio management, and sub-advisory services for other investment advisory firms. CWM, LLC has offices in Georgetown, TX, Omaha, NE and other locations.

Firm Information

Trent Connor 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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Trent Connor’s Registration & Firm History

TX

01/24/2024 - Present

CWM, LLC (Georgetown TX)

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Licenses & Designations

BC

Issued 11/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trent Matthew Connor.
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