Best Investors Account Sign in
Inactive

Marsha Newman Nuttall

Cwm, LLC

Engelwood, CO

Omaha, NE

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-06
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-06

Branch Locations

9635 Maroon Circle, Ste. 440, Engelwood, CO 80112 • United States

14600 Branch St., Omaha, NE 68154 • 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
Aveo Capital Partners, Llc Greenwood Village CO 11/2015 10/2025
Dmk Advisor Group, Inc Englewood CO 10/2017 07/2025
Carson Wealth Engelwood CO 07/2025 Present
Cwm, Llc Omaha NE 12/2025 Present
  • 11/2015 → 10/2025
    Aveo Capital Partners, Llc
    Greenwood Village, CO
  • 10/2017 → 07/2025
    Dmk Advisor Group, Inc
    Englewood, CO
  • 07/2025 → Present
    Carson Wealth
    Engelwood, CO
  • 12/2025 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-05
  • S66 Uniform Combined State Law Examination
    2010-08-05
Other Names
  • Marsha Newman
  • Marsha Newman
  • Marsha Lujan
  • Marsha Thompson
  • Marsha Nuttall

View on SEC IAPD

Other Firms

GENEOS WEALTH MANAGEMENT, INC.
BLUE SKY ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
EDELMAN FINANCIAL ENGINES
A & I WEALTH MANAGEMENT
RFG ADVISORY, LLC
BOULDER ASSET MANAGEMENT
COMPASS CAPITAL MANAGEMENT INC

Other Investors

PAMALA ANN REICHERT
TONY GENE GRIEPENTROG
RYAN ALLEN HOBBS
RYAN WESLEY DIACHOK
GEORGE RICHARD TRUITT
WESLEY LEE STRODE
KRISTIN JANINE SESKO
DEAN ALLEN RAGER

Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO
A & I WEALTH MANAGEMENT · LONE TREE, CO

More in Engelwood, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor