Denise M Talbert

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:

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2021-08-10

OR RA
APPROVED

Since 2021-08-10

Branch Locations

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

4085 Hager Street Se, Ste. 100, Salem, OR 97317 • 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

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	09/2015	06/2020
Bain Wealth Management	Salem	OR	05/2020	08/2021
Cetera Advisor Networks	El Segundo	CA	06/2020	08/2021
Cwm, Llc	Omaha	NE	08/2021	Present
Bain Wealth Management	Salem	OR	08/2021	07/2024
Bain Wealth Management	Salem	OR	07/2024	Present

09/2015 → 06/2020

Purshe Kaplan Sterling Investments

Albany, NY
05/2020 → 08/2021

Bain Wealth Management

Salem, OR
06/2020 → 08/2021

Cetera Advisor Networks

El Segundo, CA
08/2021 → Present

Cwm, Llc

Omaha, NE
08/2021 → 07/2024

Bain Wealth Management

Salem, OR
07/2024 → Present

Bain Wealth Management

Salem, OR

Other Businesses

NAME OF BUSINESS: American Heritage Girls - Troop 1531 NATURE: Local Girls Scout group START: 09/01/2023 POSITION: Board Member, Treasurer APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Participate in board meetings and leadership needs of the troop; maintain budget for troop, submit money for deposit and expenses for reimbursement to bookkeeper at local church, St. Edward's in Keizer, who charters our local troop. NAME OF BUSINESS: Willamette Valley Estate Planning Council Board (WVEPC) NATURE: Advising Board for a members-only council for financial advisors, CPAs, and Estate Planning attorneys -- for networking and education. START: 11/13/2024 POSITION: Board Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 75 DUTIES: Meet with board quarterly to make decisions for the council. Also attend quarterly membership meetings. NAME OF BUSINESS: St. Joseph Catholic Church - Finance Admin Council NATURE: Church START: 03/01/2025 POSITION: Council Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Advise, give input, do research, and report back to the council. No check-writing authority.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-22
S63	Uniform Securities Agent State Law Examination	2013-06-27

S65 Uniform Investment Adviser Law Examination

2021-07-22
S63 Uniform Securities Agent State Law Examination

2013-06-27

Other Names

Denise M Talbert
Denise M Hansen
Denise M Hansen

View on SEC IAPD