RBC Capital Markets
47yrs
Top 1% by experience in Omaha
32yrs
Jon Springer
Financial advisor at CWM
Jon Springer is a fiduciary financial advisor in Omaha, Nebraska, with 32 years in the industry. Jon joined CWM in 2024, after three years at ELK River Wealth Management and two years at LPL Financial. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 10% by experience at CWM
Office14600 Branch Street, Omaha, NE 68154
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCWM, LLCCurrent firm
- 2020 – 2024ELK River Wealth Management LLCPreviously
- 2018 – 2020LPL Financial LLCPreviously
- 2011 – 2018U.S. Bancorp Investments, Inc.Previously
- Jan 2011 – Jul 2011Wells Fargo Clearing Services, LLCPreviously
- Nov 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
Contact Jon
(402) 330-0808CWM main office 14600 Branch StreetOmaha, NE 68154Office · Get directions
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call CWM at (402) 330-0808 and ask for Jon Springer. Jon works from the Omaha, NE office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1994, about 32 years. Top 10% by experience at CWM.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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