Brent Thomas Oliver

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

Authority	Category	Status	Date
MI	RA	APPROVED	2024-06-10

MI RA
APPROVED

Since 2024-06-10

Branch Locations

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

2727 Spring Arbor Road, Jackson, MI 49203 • 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

Organization	City	State	From	To
Avery Wealth Inc.	Jackson	MI	10/2013	12/2024
Cwm, Llc	Omaha	NE	06/2024	Present
Avery Wealth, Inc.	Jackson	MI	06/2024	Present

10/2013 → 12/2024

Avery Wealth Inc.

Jackson, MI
06/2024 → Present

Cwm, Llc

Omaha, NE
06/2024 → Present

Avery Wealth, Inc.

Jackson, MI

Previous Registrations

2013-11-08 → 2024-12-16

Avery Wealth, Inc.

Jackson, MI

Other Businesses

NAME OF BUSINESS: IBICES Wealth, LLC NATURE: Independent contractor advisory services INVESTMENT RELATED: Yes START: 6/6/2021 POSITION: President APPX. HRS/MONTH: 200 APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Advisory services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-08-27

S65 Uniform Investment Adviser Law Examination

2013-08-27

Designations

Certified Financial Planner

View on SEC IAPD