Best Investors Account Sign in
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-14
IN RA APPROVED 2026-01-09
KS RA APPROVED 2026-01-09
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • IN RA
    APPROVED
    Since 2026-01-09
  • KS RA
    APPROVED
    Since 2026-01-09

Branch Locations

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

435 E. Line Street, Geneva, IN 46740 • United States

1043 S, 13Th Street, Decatur, IN 46733 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network Decatur IN 07/2013 01/2019
Ssn Advisory, Inc Decatur IN 07/2013 01/2019
Lpl Financial Llc Fort Wayne IN 01/2019 01/2026
Old National Bank Fort Wayne IN 01/2019 01/2026
Cetera Wealth Services, Llc El Segundo CA 01/2026 Present
  • 07/2013 → 01/2019
    Securities Service Network
    Decatur, IN
  • 07/2013 → 01/2019
    Ssn Advisory, Inc
    Decatur, IN
  • 01/2019 → 01/2026
    Fort Wayne, IN
  • 01/2019 → 01/2026
    Old National Bank
    Fort Wayne, IN
  • 01/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2019-01-25 → 2026-01-13
    Decatur, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Decatur, IN
    Decatur, IN
    Warsaw, IN
    Lenexa, KS
  • 2013-07-25 → 2019-01-25
    Ssn Advisory, Inc.
    Decatur, IN
  • 2010-06-11 → 2013-08-16
    Concourse Financial Group Securities, Inc.
    Decatur, IN
    Birmingham, AL
    Decatur, IN
  • 2009-08-10 → 2010-06-22
    Geneva, IN
    Decatur, IN
Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA Carson PArtners CRD# 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 1/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 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: 1/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS fixed insurance products; 3. NAME OF OTHER BUSINESS: Bixler Financial DBA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE:1/2026 POSITION/TITLE/RELATIONSHIP: DOING BUSINESS AS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I will be providing brokerage and advisory business to clients when needed;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-07
S63 Uniform Securities Agent State Law Examination 2006-11-07
  • S66 Uniform Combined State Law Examination
    2009-08-07
  • S63 Uniform Securities Agent State Law Examination
    2006-11-07
Other Names
  • Keith Harold Blythe

View on SEC IAPD

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor