Shayla Marie Kriha

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

• 05/2011 → 09/2017
  Carson Wealth
  Omaha, NE
• 12/2015 → 01/2017
  Lpl Financial, Llc
  Omaha, NE
• 09/2017 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2010-03-12 → 2010-08-05
  Securian Financial Services, Inc.
  Omaha, NE
• 2009-08-07 → 2010-01-08
  Edward Jones
  St Louis, MO
  Omaha, NE
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2017-03-15

Other Names

• Shayla Marie Hanke
• Shalla Marie Hanke
• Shayla Marie Kriha
• Shalla Marie Kriha