Jeanna Lynn Stecklein

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

• 10/2015 → 12/2016
  Transamerica Investors Securities Corporation
  Cedar Rapids, IA
• 02/2017 → 11/2021
  Transamerica Financial Advisors, Inc
  Johns Creek, GA
• 02/2017 → 11/2021
  World Financial Group, Inc.
  Johns Creek, GA
• 08/2015 → 02/2017
  Transamerica Retirement Solutions
  Cedar Rapids, IA
• 10/2019 → 10/2020
  Kaplan Inc
  Fort Lauderdale, FL
• 11/2021 → 03/2026
  Brinker Capital Securities
  Berwyn, PA
• 11/2021 → 03/2026
  Orion Advisor Solutions
  Omaha, NE
• 11/2021 → 03/2026
  Orion Portfolio Solutions
  Omaha, NE
• 04/2026 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 04/2026 → Present
  Cwm, Llc
  Omaha, NE
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-01-17 → 2026-03-02
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2022-01-31 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2017-02-28 → 2021-11-29
  Transamerica Financial Advisors, Llc
  St Petersburg, FL
  Newman, CA
  Haddonfield, NJ
  St Petersburg, FL
  Johns Creek, GA
• 2014-12-08 → 2015-08-05
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 2013-01-11 → 2013-05-30
  Berthel, Fisher & Company Financial Services, Inc.
  Cedar Rapids, IA
• 2012-01-05 → 2012-12-21
  Nations Financial Group, Inc.
  Cedar Rapids, IA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING SUPERVISION OVERSIGHT FOR PRODUCING ADVISORS AND THEIR OFFICES; 2. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING SUPERVISION OVERSIGHT FOR PRODUCING ADVISORS AND THEIR OFFICES;

Exams

• S66 Uniform Combined State Law Examination
  2011-09-07
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Other Names

• Jeanna Edgington
• Jeanna L Edgington