Teresa Rae Sanders

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

• 09/2010 → 12/2021
  Lpl Financial Llc
  Centennial, CO
• 01/2017 → 12/2021
  Gps Wealth Strategies Group, Llc
  Centennial, CO
• 01/2022 → Present
  Cwm, Llc
  Omaha, NE
• 01/2022 → Present
  Carson Wealth
  Highlands Ranch, CO
• 01/2022 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA

Previous Registrations

• 2017-01-03 → 2022-01-03
  Gps Wealth Strategies Group, Llc
  Centennial, CO
  Centennial, CO
• 2010-09-24 → 2017-04-25
  Lpl Financial Llc
  Centennial, CO
• 2006-12-15 → 2010-09-28
  Edward Jones
  St Louis, MO
  Highlands Ranch, CO
  Lakewood, CO

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2003 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: TERESA SANDERS INVESTMENT RELATED: YES ADDRESS: HIGHLANDS RANCH, CO 80129 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 07/2001 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2006-11-22

Designations

• Certified Financial Planner

Other Names

• Teresa Rae Wilson
• Teresa Sanders