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Justin Tyler Schultes

Cwm, LLC

Omaha, NE

Cedar Rapids, IA

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-15
NV RA APPROVED 2023-04-03
IA RA APPROVED 2022-04-20
  • NE RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-15
  • NV RA
    APPROVED
    Since 2023-04-03
  • IA RA
    APPROVED
    Since 2022-04-20

Branch Locations

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

835 3Rd Avenue Se, Cedar Rapids, IA 52403 • 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
Premier Investments Of Iowa, Inc. Cedar Rapids IA 02/2016 04/2022
Cambridge Investment Research, Inc. Fairfield IA 03/2016 08/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2016 08/2018
Lpl Financial Llc Cedar Rapids IA 08/2018 04/2022
Cwm, Llc Omaha NE 04/2022 Present
Cetera Advisor Networks Llc El Segundo CA 04/2022 05/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 05/2025
Carson Wealth Cedar Rapids IA 04/2022 Present
  • 02/2016 → 04/2022
    Premier Investments Of Iowa, Inc.
    Cedar Rapids, IA
  • 03/2016 → 08/2018
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2016 → 08/2018
    Fairfield, IA
  • 08/2018 → 04/2022
    Cedar Rapids, IA
  • 04/2022 → Present
    Omaha, NE
  • 04/2022 → 05/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2023 → 05/2025
    Schaumburg, IL
  • 04/2022 → Present
    Carson Wealth
    Cedar Rapids, IA
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2016; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; NAME OF OTHER BUSINESS: LAKESIDE PROPERTY MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: 7002 HIGH POINT LN, CEDAR RAPIDS, IA 52411; NATURE OF BUSINESS: REAL ESTATE RENTAL PROPERTY; START DATE: 05/2018; POSITION/TITLE/RELATIONSHIP: OWNER / PROPERTY MANAGER / LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT; NAME OF OTHER BUSINESS: SCHULTES FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR TAX AND ACCOUNTING PURPOSES START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX AND ACCOUNTING PURPOSES; NAME OF OTHER BUSINESS: GALT WEALTH PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: USED FOR PAYROLL PURPOSES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: SR. WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: USED FOR PAYROLL PURPOSES; NAME OF OTHER BUSINESS: XAVIER CATHOLIC SCHOOLS BUILDING COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 735 PRAIRE DR NE, CEDAR RAPIDS, IA 52402; NATURE OF BUSINESS: BOARD; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: BUILDING COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT IN REGARDS TO FINANCES OF THE POTENTIAL PROJECTS; NAME OF OTHER BUSINESS: MATTHEW 25; INVESTMENT RELATED: NO; ADDRESS: 201 3RD AVE SW CEDAR RAPIDS, IA 52404; NATURE OF BUSINESS: BOARD; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, FURTHER ORGANIZATIONS MISSION, IMPROVE HEALTH IN COMMUNITIES WITH QUALITY HOUSING, FOOD AND EDUCATION;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-21
S63 Uniform Securities Agent State Law Examination 2016-04-04
  • S65 Uniform Investment Adviser Law Examination
    2016-05-21
  • S63 Uniform Securities Agent State Law Examination
    2016-04-04
Designations

View on SEC IAPD

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