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Elizabeth A Schanou

Cwm, LLC

Omaha, NE

CRD 5112303

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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:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2012-10-05
  • NE RA
    APPROVED
    Since 2012-10-05

Branch Locations

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
Carson Wealth Management Group Omaha NE 10/2005 Present
  • 10/2005 → Present
    Carson Wealth Management Group
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-26
  • S65 Uniform Investment Adviser Law Examination
    2012-09-26
Other Names
  • Beth Ann Schanou
  • Elizabeth Ann Vacek
  • Elizabeth Ann Schanou

View on SEC IAPD

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