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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-18
NV RA APPROVED 2023-04-03
IA RA APPROVED 2018-04-30
TX RA APPROVED 2018-04-30
  • NE RA
    APPROVED
    Since 2025-08-18
  • NV RA
    APPROVED
    Since 2023-04-03
  • IA RA
    APPROVED
    Since 2018-04-30
  • TX RA
    APPROVED
    Since 2018-04-30

Branch Locations

611 2Nd Street, P.O. Box 435, Traer, IA 50675 • United States

401 B Avenue, P.O. Box 112, Vinton, IA 52349 • United States

14600 Branch Street, Omaha, NE 68154 • United States

835 3Rd Ave Se, Cedar Rapids, IA 52403 • United States

6910 South Cimarron Road Ste 210, Las Vegas, NV 89113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Cedar Rapids IA 03/2013 04/2018
Private Advisor Group, Llc Morristown NJ 03/2013 04/2018
Cwm, Llc Omaha NE 04/2018 Present
Rg Nieland Enterprises, Inc. Cedar Rapids IA 01/2018 Present
Tn Weber Nieland Lc Cedar Rapids IA 01/2018 Present
Cetera Advisor Networks Llc El Segundo CA 04/2018 05/2025
Galt Wealth Partners, Lc Cedar Rapids IA 04/2022 01/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 05/2025
Carson Wealth Cedar Rapids IA 04/2018 Present
  • 03/2013 → 04/2018
    Cedar Rapids, IA
  • 03/2013 → 04/2018
    Morristown, NJ
  • 04/2018 → Present
    Omaha, NE
  • 01/2018 → Present
    Rg Nieland Enterprises, Inc.
    Cedar Rapids, IA
  • 01/2018 → Present
    Tn Weber Nieland Lc
    Cedar Rapids, IA
  • 04/2018 → 05/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2022 → 01/2025
    Galt Wealth Partners, Lc
    Cedar Rapids, IA
  • 06/2023 → 05/2025
    Schaumburg, IL
  • 04/2018 → Present
    Carson Wealth
    Cedar Rapids, IA
Previous Registrations
Other Businesses

NAME OF BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES NATURE OF BUSINESS: FIXED INSURANCE START: 1/2018 APX # OF HRS/WK &DURING TRADING HRS: VARIES TITLE: INSURANCE AGENT DUTIES: SELLS LIFE, DISABILITY, ANNUITIES &LTC NAME OF BUSINESS: TN WEBER NIELAND, L C NATURE OF BUSINESS: FIN SVCS START: 1/2018 TITLE: OWNER/ PRESIDENT APX # OF HRS/WK &DUR TRAD HRS: 5 DUTIES: BUSINESS STRUCTURE INCLUDING PAYROLL &BENEFITS FOR EMPLOYEES NAME OF BUSINESS: RG NIELAND ENTERPRISES, INC NATURE OF BUSINESS: PERSONAL HOLDING CO START: 1/2018 TITLE: OWNER/ PRESIDENT APX # OF HRS/WK &DUR TRAD HRS: 5 DUTIES: FOR TAX &ACCOUNTING PURPOSES; NAME OF BUSINESS: POA FOR FAMILY MEMBER NATURE OF BUSINESS: POA START: 3/2018 TITLE: POA APX # OF HRS/WK &DUR TRAD HRS: MINIMAL DUTIES: POA FOR MOTHER IN LAW; NAME OF BUSINESS: STONEY POINT MEADOW, LLC NATURE OF BUSINESS: NURSING HOME START: 11/2013 TITLE: PASSIVE INVESTOR APX # OF HRS/WK &DUR TRADING HRS: MINIMAL DUTIES: PASSIVE INVESTOR; NAME OF BUSINESS: NORTHFORK HOA NATURE OF BUSINESS: HOA START: 1/2019 TITLE: PRESIDENT APX # OF HRS/WK &DURING TRADING HRS: LESS THAN 1 DUTIES: SIGN/SUBMIT HOA DOCUMENTS &ATTEND TO NEEDS OF NEIGHBORHOOD; NAME OF BUSINESS: GALT PROPERTIES LLC NATURE OF BUSINESS: COMM RENTAL PROPERTY START: 7/2020 TITLE: OWNER/ LANDLORD APX # OF HRS/WK &DUR TRADING HRS: 1-2 DUTIES: PURCHASE COMM PROP WHICH WILL BECOME BUSINESS OFFICE; NAME OF BUSINESS: RUSTY ENTERPRISES, LLC; NATURE OF BUSINESS: RE RENTAL; START: 3/2022; TITLE: OWNER; APX # OF HRS/WK&DUR TRADING HRS: .5; DUTIES: GENERAL OVERSIGHT & FIN MGMT INC TAX PARTNER; NAME OF BUSINESS: Midwest Diversified VII NATURE OF BUSINESS: Commercial Real Estate START: 03/01/2023 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Passive investor NAME OF BUSINESS: CRDG Investment, LLC NATURE OF BUSINESS: Investor START: 01/18/2018 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Entity created to invest in initiative to bring gaming casino to Cedar Rapids. No license has been granted to the city/group. NAME OF BUSINESS: Midwest Diversified VIII NATURE OF BUSINESS: Commercial real estate START: 06/07/2024 TITLE: Investor APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: Investor NAME OF BUSINESS: Pickard School Square Townhomes Association, Inc NATURE OF BUSINESS: HOA START: 04/14/2025 TITLE: Board member APX # OF HRS/WK&DUR TRADING HRS: 0 DUTIES: General roles & responsibilities of HOA Board member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-22
S63 Uniform Securities Agent State Law Examination 1997-09-17
  • S65 Uniform Investment Adviser Law Examination
    1997-09-22
  • S63 Uniform Securities Agent State Law Examination
    1997-09-17
Designations

View on SEC IAPD

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