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Silver Sibert

Cwm, LLC

Omaha, NE

Omaha, NE

CRD 6471103

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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

AuthorityCategoryStatusDate
NE RA APPROVED 2025-12-23
  • NE RA
    APPROVED
    Since 2025-12-23

Branch Locations

14600 Branch Street, Omaha, NE 68154 • United States

14600 Branch St., Omaha, NE 68154 • 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
OrganizationCityStateFromTo
Jewell & Collins Law Firm Norfolk NE 11/2020 03/2021
Farm Bureau Insurance Agency Norfolk NE 09/2020 11/2020
Sibert Fitness Llc Dba Anytime Fitness Norfolk NE 08/2019 Present
Calmwater Financial Norfolk NE 02/2019 06/2020
Furstenau Financial Norfolk NE 04/2015 02/2019
Lpl Financial Llc Norfolk NE 03/2021 02/2024
Wcg Wealth Advisor, Llc Norfolk NE 03/2022 02/2024
Heritage Financial Services Norfolk NE 02/2024 07/2024
Midtown Event Center Norfolk NE 01/2023 12/2024
Cetera Advisor Networks Llc El Segundo CA 02/2024 12/2024
Cetera Investment Advisers Llc Schaumburg IL 02/2024 12/2024
Carson Group Omaha NE 08/2024 12/2024
Mutual Of Omaha Investor Services Omaha NE 01/2025 12/2025
Mutual Of Omaha Insurance Company Omaha NE 01/2025 12/2025
Loft Omaha NE 09/2024 04/2025
Carson Wealth Omaha NE 12/2025 Present
Cwm, Llc Omaha NE 12/2025 Present
  • 11/2020 → 03/2021
    Jewell & Collins Law Firm
    Norfolk, NE
  • 09/2020 → 11/2020
    Farm Bureau Insurance Agency
    Norfolk, NE
  • 08/2019 → Present
    Sibert Fitness Llc Dba Anytime Fitness
    Norfolk, NE
  • 02/2019 → 06/2020
    Calmwater Financial
    Norfolk, NE
  • 04/2015 → 02/2019
    Furstenau Financial
    Norfolk, NE
  • 03/2021 → 02/2024
    Lpl Financial Llc
    Norfolk, NE
  • 03/2022 → 02/2024
    Wcg Wealth Advisor, Llc
    Norfolk, NE
  • 02/2024 → 07/2024
    Heritage Financial Services
    Norfolk, NE
  • 01/2023 → 12/2024
    Midtown Event Center
    Norfolk, NE
  • 02/2024 → 12/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2024 → 12/2024
    Schaumburg, IL
  • 08/2024 → 12/2024
    Carson Group
    Omaha, NE
  • 01/2025 → 12/2025
    Mutual Of Omaha Investor Services
    Omaha, NE
  • 01/2025 → 12/2025
    Mutual Of Omaha Insurance Company
    Omaha, NE
  • 09/2024 → 04/2025
    Loft
    Omaha, NE
  • 12/2025 → Present
    Carson Wealth
    Omaha, NE
  • 12/2025 → Present
    Omaha, NE
Previous Registrations
Other Businesses

FIXED INSURANCE NATURE: Insurance START: 11/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SIBERT FITNESS LLC DBA ANYTIME FITNESS INVESTMENT RELATED: NO ADDRESS: 2118 MARKET LANE, SUITE 2, NORFOLK, NE 68701 NATURE OF BUSINESS: HEALTH CLUB START DATE: 8/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE BOOKKEEPING ASPECT OF THE BUSINESS; 3. NAME OF OTHER BUSINESS: MIDTOWN EVENT CENTER INVESTMENT RELATED: NO ADDRESS: 1102 RIVERSIDE BLVD, NORFOLK, NE 68701 NATURE OF BUSINESS: EVENT CENTER START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: EMPLOYEE - SERVER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SET UP TABLES/CHAIRS, SERVE FOOD AND DRINKS 4. NAME OF OTHER BUSINESS: Mutual of Omaha INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SALES START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES; Insurance Lines of Business: Life, Health, Annuities 4. NAME OF OTHER BUSINESS: LOFT INVESTMENT RELATED: NO ADDRESS: 17151 Davenport St, Omaha, NE 68118 NATURE OF BUSINESS: Retail - Clothing START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: Sales Clerk APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Clothing sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-02
  • S66 Uniform Combined State Law Examination
    2023-08-02
Other Names
  • Silver Bertina Sibert
  • Silver Bertina Strahm

View on SEC IAPD

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