Stephen Loughman

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lebanon, NH
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 07/2023 → 07/2026
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 07/2023 → Present
  New Boston S Corp
  Lebanon, NH
• 07/2023 → Present
  Doyle And Loughman Wealth Management Group
  Lebanon, NH
• 07/2026 → Present
  Cwm, Llc Dba Carson Partners
  Lebanon, NH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-07-14 → 2026-08-05
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2008-01-01 → 2023-07-14
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 2004-05-26 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lebanon, NH
  Lebanon, NH
  St. Louis, MO

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC 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: MANAGING DIRECTOR / PARTNER / WEALTH ADVISOR START DATE: 07/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: DOYLE AND LOUGHMAN WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: EXECUTIVE MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: NEW BOSTON S CORP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: COMPANY USED FOR TAXES AND EXPENSES;

Exams

• S66 Uniform Combined State Law Examination
  2004-05-25

Designations

Other Names

• Stephen James Loughman
• Stephen James Loughman
• Steve Loughman