Sarah Eileen Willers

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
MN	RA	APPROVED	2025-07-18

MN RA
APPROVED

Since 2025-07-18

Branch Locations

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

1300 S Prairie Avenue, Fairmont, MN 56031 • 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
Raymond James Financial Services, Inc	Fairmont	MN	03/2012	11/2021
Sweet Financial Partners	Fairmont	MN	03/2012	07/2025
Sweet Financial Partners	Fairmont	MN	07/2025	Present
Cwm, Llc	Omaha	NE	07/2025	Present

03/2012 → 11/2021

Raymond James Financial Services, Inc

Fairmont, MN
03/2012 → 07/2025

Sweet Financial Partners

Fairmont, MN
07/2025 → Present

Sweet Financial Partners

Fairmont, MN
07/2025 → Present

Cwm, Llc

Omaha, NE

Other Businesses

NAME OF BUSINESS: N/A NATURE: Notary START: 6/17/2022 POSITION: Notary APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Provide notarization when needed on appropriate paperwork

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-18

S65 Uniform Investment Adviser Law Examination

2025-07-18

Other Names

Sarah Eileen Wilson

View on SEC IAPD