RBC Capital Markets
47yrs
Top 1% by experience in Omaha
17yrs
Drew Schaefer
Financial advisor at CWM
Based in Omaha, Nebraska, Drew Schaefer is a fiduciary financial advisor with 17 years of industry experience. Drew joined CWM in 2020, after two years at Financial Advocates Investment Management and nine years at Financial Management. 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
Experience17 years (since 2009)
How that compares ?More experience than 56% of advisors in Omaha
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 ?2 states
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
- 2020 – nowCWM, LLCCurrent firm
- 2016 – 2018Financial Advocates Investment ManagementPreviously
- 2011 – 2020Financial Management, Inc.Previously
- 2010 – 2020LPL Financial LLCPreviously
- Sep 2009 – Aug 2010Investment Advisors International, Inc.Previously
Questions to ask Drew
Tailored to Drew’s registration and firm.
- 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 Drew
How do I contact Drew?
Call CWM at 402-330-0808 and ask for Drew Schaefer. Drew works from the Omaha, NE office.
How long has Drew been a financial advisor?
Drew has been in the industry since 2009, about 17 years. More experience than 56% of advisors in Omaha.
What licenses does Drew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Drew 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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