Triston Hunter Hasty-Grant

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

• 06/2016 → 05/2020
  Oklahoma State University
  Stillwater, OK
• 03/2019 → 08/2020
  Farmers Insurance
  Stillwater, OK
• 11/2020 → Present
  Cwm, Dba Carson Partners
  Omaha, NE
• 02/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2020 → 02/2021
  Cetera Advisor Networks
  El Segundo, CA
• 08/2020 → Present
  Global Wealth Mgmt Dba Waterstone Private Wealth Mgmt
  Owasso, OK
• 08/2020 → Present
  Cwm, Llc Dba Carson Wealth Management
  Omaha, NE

Other Businesses

(1) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT - CRD#155344 INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 08/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT ; (2) NAME OF OTHER BUSINESS: OWASSO EDUCATION FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PO BOX 161 OWASSO, OK OWASSO; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: GOVERNANCE, LEADERSHIP, SUPPORT PUBLIC SCHOOLS, ADOPT AND MONITOR ANNUAL BUDGET, FISCAL OVERSIGHT, HIRE, SUPPORT AND EVALUATE EXECUTIVE DIRECTOR; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 09/2021 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ; (3) NAME OF OTHER BUSINESS: GLOBAL WEALTH MANAGEMENT, DBA WATERSTONE PRIVATE WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-16
• S65 Uniform Investment Adviser Law Examination
  2020-11-13

Designations

• Certified Financial Planner