Best Investors Account Sign in
Inactive

Robert Joseph Lemmons

Cwm, LLC

Cincinnati, OH

Omaha, NE

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-10
TX RA APPROVED 2025-11-10
  • OH RA
    APPROVED
    Since 2025-11-10
  • TX RA
    APPROVED
    Since 2025-11-10

Branch Locations

4665 Cornell Rd, Ste. 160, Cincinnati, OH 45241 • United States

14600 Branch St., Omaha, NE 68154 • 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
Total Wealth Planning, Llc Cincinnati OH 06/2015 03/2026
Cwm, Llc Omaha NE 11/2025 Present
Carson Wealth Cincinnati OH 11/2025 Present
  • 06/2015 → 03/2026
    Total Wealth Planning, Llc
    Cincinnati, OH
  • 11/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 11/2025 → Present
    Carson Wealth
    Cincinnati, OH
Previous Registrations
  • 2015-07-22 → 2026-03-23
    Total Wealth Planning, Llc
    Cincinnati, OH
  • 2011-01-06 → 2015-10-23
    Financial Management Group Inc
    Cincinnati, OH
  • 2008-05-12 → 2010-10-22
    Wealth Dimensions Group, Ltd.
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-05-10
  • S63 Uniform Securities Agent State Law Examination
    2000-05-10
Designations

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor