Brian Zachary Benson

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

• 05/2012 → 05/2018
  Full-Time Education
  Highlands Ranch, CO
• 10/2016 → 08/2019
  H2O Carwash
  Highlands Ranch, CO
• 08/2018 → 05/2022
  Full-Time Education
  Fort Collins, CO
• 05/2020 → 03/2022
  The Home Depot
  Fort Collins, CO
• 08/2020 → 04/2021
  Balanced Financial Inc
  Fort Collins, CO
• 05/2021 → 11/2021
  Northwestern Mutual
  Fort Collins, CO
• 05/2022 → 01/2023
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2022 → Present
  Doordash
  Highlands Ranch, CO
• 02/2023 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA
• 02/2023 → 04/2023
  Cwm, Llc Dba Carson Wealth
  Highlands Ranch, CO
• 04/2023 → Present
  Carson Wealth
  Omaha, NE
• 04/2023 → Present
  Cwm, Llc
  Highlands Ranch, CO

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 4/25/2023 APPX. HRS/MONTH: < 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: < 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-04
• S63 Uniform Securities Agent State Law Examination
  2022-09-08

Designations

• Certified Financial Planner

Other Names

• Brian Zachary Benson
• Brian Benson