Kayla Bain Oliver

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

• 09/2017 → 12/2020
  Student At Whitworth University
  Spokane, WA
• 09/2013 → 06/2017
  Student At West Salem High School
  Salem, OR
• 05/2020 → 12/2020
  Washington Small Business Development Center
  Spokane, WA
• 10/2020 → 08/2021
  Bain Wealth Management
  Salem, OR
• 07/2021 → Present
  Cwm, Llc
  Omaha, NE
• 08/2021 → 07/2024
  Bain Wealth Management
  Salem, OR
• 07/2024 → Present
  Bain Wealth Management
  Salem, OR

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 03/10/2021 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-07

Designations

• Certified Financial Planner

Other Names

• Kayla Bain