Craig Andrew Kliebert

Current Employers

Employment History

• 07/2005 → 03/2023
  The Shobe Financial Group
  Baton Rouge, LA
• 12/2005 → 03/2023
  Raymond James Financial Services, Inc.
  Baton Rouge, LA
• 07/2005 → 05/2023
  Financial Benefits, Inc.
  Baton Rouge, LA
• 07/2005 → 05/2023
  Shobe & Associates, Inc. Dba The Shobe Financial Group - Crd # 1
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Wealth-The Shobe Financial Group
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344;
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Baton Rouge, LA
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2009-10-26 → 2023-05-11
  The Shobe Financial Group
  Baton Rouge, LA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2010; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. 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: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: USM ALUMNI ASSOC. BATON ROUGE CHAPTER; INVESTMENT RELATED: NO; ADDRESS: BATON ROUGE, LA 70810; NATURE OF BUSINESS: ALUMNI ASSOC.; START DATE: 02/2014; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PLANNING & HOSTING EVENTS FOR MEMBERSHIP, COMMUNICATING WITH MEMBERSHIP, DIRECTING GENERAL ACTIVITY OF ORGANIZATION; 4. NAME OF OTHER BUSINESS: BOY SCOUTS OF AMERICA TROOP 769; INVESTMENT RELATED: NO; ADDRESS: PRAIRIEVILLE, LA 70769; NATURE OF BUSINESS: BOY SCOUTS; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: ASSISTANT SCOUT MASTER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: INSTRUCTING SCOUTS AND DIRECTING GENERAL ACTIVITIES OF THE LOCAL TROOP; 5. 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: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 6. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH-THE SHOBE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-15

Designations