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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wise Counsel | Georgetown | TX | 03/2011 | Present |
| Lpl Financial | Houston | TX | 11/2013 | 01/2017 |
| Cwm, Llc | Omaha | NE | 07/2016 | Present |
| Cetera Advisor Networks, Llc | El Segundo | CA | 01/2017 | 10/2024 |
NAME OF BUSINESS: WMCM, LLC NATURE: Wealth management practice START: 01/01/2026 POSITION: Partner APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Assist in running business operations NAME OF BUSINESS: Wise Counsel Wealth Management NATURE: DBA for our independent office START: 01/01/2014 POSITION: Wealth Advisor APPX. HRS/MONTH: 30 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 80 DUTIES: Investment advice, financial planning, marketing activity, operations activity FIXED INSURANCE NATURE: Insurance START: 01/01/2016 APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-15 |
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