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Wade Hamilton Chessman

CWM, LLC

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About Wade Hamilton Chessman

Wade Chessman is a financial advisor with over 23 years of experience in the financial services industry. Wade is registered with Commonwealth Financial Network and CWM, LLC. Wade is a Certified Financial Planner. Wade provides financial planning and portfolio management for individuals.

Firm Information

Wade Chessman 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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Wade Chessman’s Registration & Firm History

TX

04/18/2019 - Present

CWM, LLC (Dallas TX)

TX

11/01/2010 - 10/15/2012

PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)

TX

11/05/2004 - 11/02/2010

COMMONWEALTH FINANCIAL NETWORK (DALLAS TX)

MO

01/08/1999 - 11/09/2004

EDWARD JONES (ST. LOUIS MO)

FL

11/17/1994 - 02/09/1999

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 12/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2008

Series 30 - NFA Branch Manager Examination

BC

Issued 10/09/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 11/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wade Hamilton Chessman.
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