Lindsay Noelle Graves

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

• 01/2013 → Present
  Graves & Graves, Llc Dba The Graves Law Firm
  Canton, OH
• 03/2025 → 10/2025
  Carson Wealth
  North Canton, OH
• 10/2025 → Present
  Carson Wealth
  North Canton, OH
• 10/2025 → Present
  Cwm, Llc
  Omaha, NE

Other Businesses

NAME OF BUSINESS: Graves & Graves, LLC dba The Graves Law Firm NATURE: Law Firm START: 01/01/2013 POSITION: Owner/Partner APPX. HRS/MONTH: 80 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 90 DUTIES: Meet with and represent clients in preparing and executing their estate plans. FIXED INSURANCE NATURE: Insurance START: 05/2023 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Financial Peace University NATURE: Education START: 03/16/2025 POSITION: Coordinator APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: I am a coordinator for Financial Peace University through my church. It is a debt-reduction counseling course created by Dave Ramsey. I offer no financial advice, but merely present the course material.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-10

Other Names

• Lindsay Noelle Chambers
• Lindsay Noelle Richards