Adviser and broker representative · Cwm, LLC
Connie P. Lieux
CRD 6394876 · Omaha, NE
At a glance
Connie P. Lieux is an investment adviser representative with Cwm, LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Connie’s SEC record dates to 2018, about 8 years ago. Connie is also registered as a broker representative.
Current advisory firm
- Cwm, LLCSince March 2023Omaha, NE · $51B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Connie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cwm, LLC
- Jonathan E. AdamsOmaha
- Katherine D. AgrilloOmaha · Chartered Financial Consultant
- Theodore R. Agrillo IIIOmaha
- Rebecca J. AlbersOmaha · Certified Financial Planner
- Natasha N. AllenOmaha
- Jonathan W. AndreOmaha · Certified Financial Planner
- Mark D. AnleitnerOmaha · Certified Financial Planner
- Matthew D. ArkfeldOmaha
Every advisor at Cwm, LLC →Cwm, LLC: assets, clients and custodians →Financial advisors in Omaha, NE →Every Cwm, LLC advisor in Omaha →Advisor Moves: who changed firms this week →