Shawn Bauman

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

• 05/2023 → Present
  Bauman Advisory Group Llc
  Wichita, KS
• 07/2021 → 11/2023
  Regier Carr & Monroe
  Wichita, KS
• 08/2020 → 07/2021
  Larson & Company
  Wichita, KS
• 12/2018 → 08/2020
  Sabala Harmon & Case
  Wichita, KS
• 03/2018 → 12/2018
  Straightline Hdd
  Yoder, KS
• 09/2016 → 03/2018
  Agh
  Wichita, KS
• 12/2014 → 09/2016
  Criser Gough & Parrish
  Wichita, KS
• 02/2024 → Present
  Cwm, Llc
  Omaha, NE
• 02/2024 → Present
  Driven Wealth Strategies
  Wichita, KS

Other Businesses

Driven Tax Strategies Not investment related 3636 N Ridge Road, Ste 200, Wichita, KS 67212 Tax preparation Director Started 12/01/2023 80 hours/month 4 hours during trading hours Prepare tax returns for businesses and individuals

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21

Other Names

• Shawn William Bauman