RBC Capital Markets
47yrs
Top 1% by experience in Omaha
4yrs
Torrey Pine
Financial advisor at CWM
Based in Omaha, Nebraska, Torrey Pine is a fiduciary financial advisor with 4 years of industry experience. Torrey has been with CWM since 2023. Torrey holds the CFP® designation.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCWM, LLCCurrent firm
Contact Torrey
(402) 330-0808CWM main office 14600 Branch St.Omaha, NE 68154Office · Get directions
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Questions to ask Torrey
Tailored to Torrey’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 Torrey
How do I contact Torrey?
Call CWM at (402) 330-0808 and ask for Torrey Pine. Torrey works from the Omaha, NE office.
How long has Torrey been a financial advisor?
Torrey has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Torrey hold?
Series 65. Tap any license on this page to see what it allows.
Is Torrey a fiduciary?
Torrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Torrey paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Torrey 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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