Taylor Robert Smithyman

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

• 06/2015 → 06/2018
  Lpl Financial Llc
  Fort Atkinson, WI
• 06/2018 → Present
  Cwm, Llc
  Omaha, NE
• 11/2015 → Present
  Business & Tax Systems, Llc
  Fort Atkinson, WI
• 06/2018 → Present
  Financial Impact Advisors
  Fort Atkinson, WI
• 06/2018 → 12/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2015-10-21 → 2018-06-20
  Lpl Financial Llc
  Fort Atkinson, WI

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: 06/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE NAME OF OTHER BUSINESS: BUSINESS & TAX SYSTEMS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING FIRM START DATE: 11/2015 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 12 BRIEF DESCRIPTION OF DUTIES: PARTNER, PROVIDE TAX PREP, TAX PLANNING, ACCOUNTING AND PAYROLL SERVICE NAME OF OTHER BUSINESS: ROTARY INTERNATIONAL INVESTMENT RELATED: NO ADDRESS: 211 S WATER ST FORT ATHINSON WI NATURE OF BUSINESS: ROTARY START DATE: 06/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PRESIDENT OF ROTARY CLUB NAME OF BUSINESS: TED Enterprises NATURE: Real Estate START: 1/1/2024 POSITION: Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Maintain building

Exams

• S66 Uniform Combined State Law Examination
  2015-10-20

Designations

• Certified Financial Planner