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Dylan Micheal Sabol

Cwm, LLC

Omaha, NE

Cincinnati, OH

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-10
  • OH RA
    APPROVED
    Since 2025-11-10

Branch Locations

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

4665 Cornell Rd, Ste. 160, Cincinnati, OH 45241 • 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
Total Wealth Planning, Llc Cincinnati OH 07/2023 03/2026
Thor Wealth Management Sherwood OH 01/2023 04/2023
Monti Inc. Cincinnati OH 05/2022 12/2022
J. Alexanders Restaurants Cincinnati OH 09/2019 12/2021
Mom's Deli And Grille North Royalton OH 06/2015 05/2018
Full-Time Student Cincinnati OH 06/2018 08/2019
Full-Time Student Cincinnati OH 01/2022 04/2022
Cwm, Llc Omaha NE 11/2025 Present
Carson Wealth Cincinnati OH 11/2025 Present
  • 07/2023 → 03/2026
    Total Wealth Planning, Llc
    Cincinnati, OH
  • 01/2023 → 04/2023
    Thor Wealth Management
    Sherwood, OH
  • 05/2022 → 12/2022
    Monti Inc.
    Cincinnati, OH
  • 09/2019 → 12/2021
    J. Alexanders Restaurants
    Cincinnati, OH
  • 06/2015 → 05/2018
    Mom's Deli And Grille
    North Royalton, OH
  • 06/2018 → 08/2019
    Full-Time Student
    Cincinnati, OH
  • 01/2022 → 04/2022
    Full-Time Student
    Cincinnati, OH
  • 11/2025 → Present
    Omaha, NE
  • 11/2025 → Present
    Carson Wealth
    Cincinnati, OH
Previous Registrations
  • 2025-03-05 → 2026-03-23
    Total Wealth Planning, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24

View on SEC IAPD

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