RBC Capital Markets
47yrs
Top 1% by experience in Omaha
26yrs
Alan Lee Wright
Financial advisor at Cwm
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience at Cwm
Office14600 Branch St., Omaha, NE 68154
FirmCwm
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2017 – 2022Cetera Wealth Services, LLCPreviously
- 2013 – nowCwm, LLCCurrent firm
- 2010 – 2013Pinnacle Financial GroupPreviously
- 2009 – 2015LPL Financial LLCPreviously
- 2005 – 2009Ameritas Investment Company, LLCPreviously
Questions to ask Alan
Tailored to Alan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call Cwm at 402-330-0808 and ask for Alan Lee Wright. Alan works from the Omaha, NE office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2000, about 26 years. Top 22% by experience at Cwm.
What licenses does Alan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Cwm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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