David Dean Wilder

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Total Wealth Planning, Llc	Cincinnati	OH	06/2015	03/2026
Cwm, Llc	Omaha	NE	11/2025	Present
Carson Wealth	Cincinnati	OH	11/2025	Present

06/2015 → 03/2026

Total Wealth Planning, Llc

Cincinnati, OH
11/2025 → Present

Cwm, Llc

Omaha, NE
11/2025 → Present

Carson Wealth

Cincinnati, OH

Previous Registrations

2015-07-22 → 2026-03-23

Total Wealth Planning, Llc

Cincinnati, OH
2001-12-21 → 2015-10-23

Financial Management Group Inc

Cincinnati, OH

Other Businesses

NAME OF BUSINESS: David Wilder, LLC NATURE: Rental Property START: 01/2023 POSITION: Owner APPX. HRS/MONTH: .05 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Pay bills, file tax returns, etc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-11-22
S63	Uniform Securities Agent State Law Examination	1993-12-29

S65 Uniform Investment Adviser Law Examination

1995-11-22
S63 Uniform Securities Agent State Law Examination

1993-12-29

Designations

Other Names

Dave Wilder

View on SEC IAPD