Thomas Kerby Hall

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

• 11/2005 → 11/2018
  Securities America, Inc
  Salt Lake City, UT
• 11/2005 → 11/2018
  Securities America Advisors Inc
  Midvale, UT
• 11/2018 → Present
  Cwm, Llc
  Omaha, NE
• 11/2018 → 05/2023
  Signal Wealth
  Midvale, UT
• 09/2012 → 05/2023
  Thom K Hall Financial Group
  Midvale, UT
• 11/2018 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2022 → 04/2026
  Carson Wealth
  Midvale, UT
• 04/2026 → Present
  Carson Wealth
  Midvale, UT

Previous Registrations

• 2005-11-23 → 2018-11-13
  Securities America Advisors, Inc.
  Midvale, UT
• 1999-01-21 → 2005-11-16
  Osaic Fa, Inc.
  Salt Lake City, UT

Other Businesses

NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE NAME OF OTHER BUSINESS: ADVISOR METRIX LLC ; NATURE OF BUSINESS: SOFTWARE APPLICATION START DATE: 02/2020 POSITION/TITLE/RELATIONSHIP: OWNER / FOUNDER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: OPERATE IN A CONSULTATIVE ROLE ONLY ; NAME OF OTHER BUSINESS: EO Utah Board Member - MyEO NATURE OF BUSINESS: ENTREPRENEURS' ORGANIZATION START DATE: 7/1/2025 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER MONTH: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: HELP FACILITATE SETTING UP CHAPTER ACTIVITES NAME OF OTHER BUSINESS: WARD FINANCIAL CLERK NATURE OF BUSINESS: CHURCH START DATE: 12/8/2024 POSITION/TITLE/RELATIONSHIP: ASSISTANT WARD CLERK - FINANCE APX NUMBER OF HOURS PER MONTH: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MEET EACH SUNDAY TO RECORD CONTRIBUTIONS NAME OF OTHER BUSINESS: SENTIENCE RETREATS NATURE OF BUSINESS: NON-PROFIT START DATE: 12/8/2025 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER MONTH: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TREASURER NAME OF OTHER BUSINESS: UTAH EXIT PLANNING INSTITUTE NATURE OF BUSINESS: EXIT PLANNING STRATEGIES START DATE: 1/1/2025 POSITION/TITLE/RELATIONSHIP: LEADERSHIP TEAM MEMBER APX NUMBER OF HOURS PER MONTH: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: MEET QUARTERLY TO PLAN FOR EVENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-11
• S63 Uniform Securities Agent State Law Examination
  1993-01-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tom Hall
• Thom K Hall
• Thomas Hall