Tad Allen Singer

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2017
  D.A. Davidson & Co.
  Omaha, NE
• 09/2017 → 02/2020
  Allen Capital Group
  Grand Island, NE
• 02/2020 → 03/2026
  Wealthplan Partners, Llc
  Omaha, NE
• 04/2026 → Present
  Carson Wealth
  Omaha, NE
• 04/2026 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2020-02-13 → 2026-03-31
  Wealthplan Partners
  Omaha, NE
• 2017-09-18 → 2020-02-11
  Allen Capital Group, Llc
  Omaha, NE
  Grand Island, NE
• 2016-07-29 → 2017-09-18
  D.A. Davidson & Co.
  Omaha, NE
• 2014-09-19 → 2016-07-28
  Smith Hayes Advisers Inc
  Omaha, NE
• 2011-07-01 → 2014-09-17
  Cwm, Llc
  Omaha, NE
• 1998-08-17 → 2011-08-01
  Lpl Financial Llc
  Omaha, NE
  Omaha, NE

Other Businesses

NAME OF BUSINESS: CHI Bergan Mercy NATURE: Healthcare START: 01/2019 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member, advise and help with capital projects NAME OF BUSINESS: Trove AI Software NATURE: Software START: 03/2026 POSITION: Shareholder APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Advising NAME OF BUSINESS: Dreamweaver Foundation NATURE: Non-profit organization dedicated to fulfilling life-long dreams for terminally ill seniors in need START: 03/2026 POSITION: Volunteer APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Silent Auction Committee FIXED INSURANCE NATURE: Insurance START: 08/1998 APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: International Wine & Food Society NATURE: Fraternal START: 01/2006 POSITION: Board Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Help with events NAME OF BUSINESS: Vertex Health Systems NATURE: Wellness clinic START: 10/2024 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Owner

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-24

Other Names

• Bif Singer