Shane Parker Denton

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

• 03/2017 → 08/2017
  Dolphins Car Wash
  Omaha, NE
• 01/2010 → 05/2017
  Student
  Omaha, NE
• 05/2018 → 11/2018
  Dolphins Car Wash
  Omaha, NE
• 08/2017 → 05/2021
  Student - University Of Nebraska-Lincoln
  Lincoln, NE
• 05/2019 → 08/2019
  Boys Town
  Omaha, NE
• 05/2019 → 08/2020
  West Gate Bank
  Lincoln, NE
• 12/2020 → 07/2021
  Waddell & Reed, Inc.
  Lincoln, NE
• 07/2021 → 02/2025
  Lpl Financial Llc
  Lincoln, NE
• 12/2020 → 02/2025
  Njn Financial Group
  Lincoln, NE
• 08/2021 → 07/2024
  Student - Creighton University
  Omaha, NE
• 03/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Omaha, NE
• 02/2025 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 02/2025 → 03/2025
  Cetera Advisor Networks
  El Segundo, CA

Previous Registrations

• 2021-07-21 → 2025-02-20
  Lpl Financial Llc
  Lincoln, NE
  Savage, MN
• 2021-04-07 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Lincoln, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR RESEARCH, PORTFOLIO ANALYSIS, AND MAINTAINING THE FIRM'S MODEL PORTFOLIO STRATEGIES -- PERFORM RESEARCH AND PRODUCE CONTENT ON VARIOUS TOPICS RELATED TO INVESTMENTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: SR. ANALYST, INVESTMENT RESEARCH; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR RESEARCH, PORTFOLIO ANALYSIS, AND MAINTAINING THE FIRM'S MODEL PORTFOLIO STRATEGIES -- PERFORM RESEARCH AND PRODUCE CONTENT ON VARIOUS TOPICS RELATED TO INVESTMENTS;

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01

Other Names

• Shane Parker Denton
• Shane Denton