Best Investors Account Sign in
Inactive

Karsyn Marie Burker

Cwm, LLC

Omaha, NE

Hagerstown, MD

CRD 7668433

Claim This Profile
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
MD RA APPROVED 2026-03-30
  • MD RA
    APPROVED
    Since 2026-03-30

Branch Locations

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

19833 Leitersburg Pike, Suite 1, Hagerstown, MD 21742 • 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
Ac&T Boonsboro MD 06/2017 04/2019
Washington County Technical High School Hagerstown MD 01/2016 06/2017
Middletown Valley Bank Hagerstown MD 04/2019 12/2022
Carson Wealth Hagerstown MD 12/2022 Present
Cwm, Llc Omaha NE 03/2026 Present
  • 06/2017 → 04/2019
    Ac&T
    Boonsboro, MD
  • 01/2016 → 06/2017
    Washington County Technical High School
    Hagerstown, MD
  • 04/2019 → 12/2022
    Middletown Valley Bank
    Hagerstown, MD
  • 12/2022 → Present
    Carson Wealth
    Hagerstown, MD
  • 03/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor