RBC Capital Markets
47yrs
Top 1% by experience in Omaha
6yrs
Larry Macfarlane
Financial advisor at CWM
Larry Macfarlane is a fiduciary financial advisor in Omaha, Nebraska, with 6 years in the industry. Larry joined CWM in 2025, after two years at Fidelity Personal and Workplace Advisors and less than a year at Wells Fargo Advisors. 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
Experience6 years (since 2021)
How that compares ?6 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowCWM, LLCCurrent firm
- 2022 – 2024Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2021 – Oct 2021Wells Fargo Clearing Services, LLCPreviously
Questions to ask Larry
Tailored to Larry’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 Larry
How do I contact Larry?
Call CWM at (402) 330-0808 and ask for Larry Macfarlane. Larry works from the Omaha, NE office.
How long has Larry been a financial advisor?
Larry has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Larry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Larry 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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