RBC Capital Markets
47yrs
Top 1% by experience in Omaha
3yrs
Eli Daugs
Financial advisor at CWM
Eli Daugs is a fiduciary financial advisor in Omaha, Nebraska, with 3 years in the industry. Eli joined CWM in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. CWM reports being 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
Experience3 years (since 2024)
How that compares ?3 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCWM, LLCCurrent firm
Contact Eli
(402) 330-0808CWM main office 14600 Branch St.Omaha, NE 68154Office · Get directions
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Questions to ask Eli
Tailored to Eli’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eli
How do I contact Eli?
Call CWM at (402) 330-0808 and ask for Eli Daugs. Eli works from the Omaha, NE office.
How long has Eli been a financial advisor?
Eli has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Eli hold?
Series 65. Tap any license on this page to see what it allows.
Is Eli a fiduciary?
Eli is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eli paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eli 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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