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Advisors / Nebraska / Omaha
41yrs

James Couzens

Full name on record: James E Couzens

Financial advisor at CWM

James Couzens has worked in the financial industry for 41 years and is a financial advisor based in Omaha, Nebraska. After 25 years at Osaic Wealth and 32 years at Karn, Couzens & Associates, James joined CWM in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. James holds the ChFC designation.

One of 1872 advisors with offices in Omaha.

Omaha, NE 68154ChFCTop 2% by experience in Nebraska
Call the officeDirections

At a glance

Experience41 years (since 1985)
How that compares ?Top 2% by experience in Nebraska
Office14600 Branch St., 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.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2022 – now
    CWM, LLCCurrent firm
  2. 1993 – 2019
  3. 1990 – 2022
    Karn, Couzens & Associates, Inc.Previously

Contact James

(402) 330-0808CWM main office 14600 Branch St.
Omaha, NE 68154Office · Get directions

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Questions to ask James

Tailored to James’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call CWM at (402) 330-0808 and ask for James Couzens. James works from the Omaha, NE office.

How long has James been a financial advisor?

James has been in the industry since 1985, about 41 years. Top 2% by experience in Nebraska.

What licenses does James hold?

Series 63. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is James paid?

CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James 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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