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William Michener

Cwm, LLC

Littleton, CO

Omaha, NE

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-09
TX RA APPROVED 2025-06-09
  • CO RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED
    Since 2025-06-09

Branch Locations

13976 W. Bowles Ave, Ste. 200, Littleton, CO 80127 • United States

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wambolt & Associates, Llc Littleton CO 01/2021 Present
Keystone Resort Keystone CO 11/2020 01/2021
Northwestern Mutual Lakewood CO 05/2019 08/2019
Valparaiso University Valparaiso IN 08/2016 05/2020
Unemployed Evergreen CO 05/2020 11/2020
Carson Wealth Littleton CO 06/2025 Present
Cwm, Llc Omaha NE 06/2025 Present
  • 01/2021 → Present
    Wambolt & Associates, Llc
    Littleton, CO
  • 11/2020 → 01/2021
    Keystone Resort
    Keystone, CO
  • 05/2019 → 08/2019
    Northwestern Mutual
    Lakewood, CO
  • 08/2016 → 05/2020
    Valparaiso University
    Valparaiso, IN
  • 05/2020 → 11/2020
    Unemployed
    Evergreen, CO
  • 06/2025 → Present
    Carson Wealth
    Littleton, CO
  • 06/2025 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2023-12-18 → 2025-09-12
    Wambolt & Associates, Llc
    Littleton, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
Designations

View on SEC IAPD

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