Sherry Lynn Tomasello

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

• 07/2011 → 02/2018
  U.S. Bancorp Investments, Inc.
  Omaha, NE
• 03/2018 → 09/2020
  Lpl Financial Llc
  Omaha, NE
• 03/2018 → 09/2020
  Mutual Of Omaha Bank
  Omaha, NE
• 09/2020 → Present
  Elk River Wealth Management, Llc
  Omaha, NE
• 09/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 02/2024 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE

Previous Registrations

• 2020-09-17 → 2024-02-16
  Elk River Wealth Management Llc
  Denver, CO
  Omaha, NE
  Omaha, NE
• 2018-03-12 → 2020-09-09
  Lpl Financial Llc
  Omaha, NE
  Omaha, NE
• 2011-07-28 → 2018-03-07
  U.S. Bancorp Investments, Inc.
  Omaha, NE
• 2011-01-03 → 2011-07-05
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 2010-07-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Omaha, NE

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: OPERATIONS ASSOCIATE START DATE: 01/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I WILL HELPING NEW REPS JOIN CARSON & CETERA 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: OPERATIONS ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I WILL HELPING NEW REPS JOIN CARSON

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01

Other Names

• Sherry Lynn Lopeman