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Russell Nieland

Advisor at Cwm, Llc

Updated today

Location

Traer, IA 50675

Credentials

CFP®, Series 63, Series 65

Industry experience

28 years

About

Russell Nieland is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Cetera, Galt Wealth Partners, Carson Wealth, and Private Advisor Group. Outside of advisory work, he serves as president of TN Weber Nieland, LLC, a financial services business, and holds leadership positions in various family and community organizations, including HOA board membership. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms to implement discretionary portfolio management.

Client services

Based on Cwm, Llc

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy

Occupation focus

Based on Cwm, Llc

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly

Percentage

$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)

Project-based

Up to $500 per hour for financial planning services

Location

611 2nd Street, P.O. Box 435

Traer, IA 50675

Most active in

Iowa · Nebraska · Nevada · Texas

Work history

Cetera

2023 - 2025 (2 years)

Galt Wealth Partners, LLC

2022 - 2025 (3 years)

Carson Wealth

2018 - Present (8 years)

CWM, LLC

2018 - Present (8 years)

Cetera Advisor Networks Llc

2018 - 2025 (7 years)

RG Nieland Enterprises, Inc.

2018 - Present (8 years)

TN Weber Nieland LLC

2018 - Present (8 years)

Private Advisor Group, LLC

2013 - 2018 (5 years)

LPL Financial, llc

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott W

Series 66

La Porte City, IA

Principal Financial Services

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, although there is no trading activity related to this during market hours. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Kathleen K

Series 63, Series 65

Dysart, IA

OSAIC

Kathleen Kennicott is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc and SII Investments, Inc. Outside of her advisory role, she owns Kennicott Financial, a business through which she employs a personal assistant. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs a technology-driven investment process with access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Kyle R

Series 66

Reinbeck, IA

Ameriprise

Kyle Rasmussen is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LSB Capital Management, LPL Financial, Lincoln Savings Bank, and Ameriprise Financial Services. He serves on several nonprofit boards, including as president of the Grundy County Memorial Hospital Foundation and vice president of Little Rebels Learning Center. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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