Rachel Ann Keiper Kramarchuk

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

• 01/2014 → 07/2018
  Hyatt Regency
  Westlake Village, CA
• 08/2018 → 09/2019
  Full-Time Education
  Westlake, OH
• 10/2019 → 07/2020
  Courtyard And Towneplace Suites
  Middleburg, OH
• 08/2020 → 07/2022
  Colton Alexander
  Westlake, OH
• 07/2022 → 03/2024
  Carson Wealth
  Highlands Ranch, CO
• 12/2023 → Present
  Cwm, Llc
  Omaha, NE
• 03/2024 → Present
  Carson Wealth
  Highland Ranch, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07

Other Names

• Rachel Ann Keiper