RBC Capital Markets
47yrs
Top 1% by experience in Omaha
1yr
Dillon Plath
Financial advisor at CWM
Based in Omaha, Nebraska, Dillon Plath is a fiduciary financial advisor with 1 year of industry experience. Dillon has been with CWM since 2025. 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
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office14600 Branch Street, 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
- Dec 2025 – nowCWM, LLCCurrent firm
Contact Dillon
(402) 330-0808CWM main office 14600 Branch StreetOmaha, NE 68154Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dillon
Tailored to Dillon’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 Dillon
How do I contact Dillon?
Call CWM at (402) 330-0808 and ask for Dillon Plath. Dillon works from the Omaha, NE office.
How long has Dillon been a financial advisor?
Dillon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dillon hold?
Series 65. Tap any license on this page to see what it allows.
Is Dillon a fiduciary?
Dillon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dillon paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Dillon 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Omaha
LPL Financial
47yrs
Top 1% by experience in Omaha
Ameriprise Financial Services
47yrs
Top 1% by experience in Omaha
Gladstone Wealth Partners
47yrs
Top advisor by experience at Gladstone Wealth Partners
Arnold Weitz & CO
47yrs
Top 1% by experience in Omaha