Abigail Caroline Crouch

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-11-10

Branch Locations

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

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Total Wealth Planning, Llc	Cincinnati	OH	05/2024	03/2026
Cerity Partners	Louisville	KY	12/2023	04/2024
Western Kentucky University Center For Financial Success	Bowling Green	KY	08/2023	12/2023
Cerity Partners	Louisville	KY	05/2023	07/2023
Western Kentucky University Center For Financial Success	Bowling Green	KY	01/2023	05/2023
Dunkin' Donuts	Bowling Green	KY	09/2022	11/2023
Ups	Walton	KY	05/2022	07/2022
Darden	Florence	KY	02/2022	01/2023
Western Kentucky University	Bowling Green	KY	08/2020	05/2024
Student	Walton	KY	06/2014	05/2020
Cwm, Llc	Omaha	NE	11/2025	Present
Carson Wealth	Cincinnati	OH	11/2025	Present

05/2024 → 03/2026

Total Wealth Planning, Llc

Cincinnati, OH
12/2023 → 04/2024

Cerity Partners

Louisville, KY
08/2023 → 12/2023

Western Kentucky University Center For Financial Success

Bowling Green, KY
05/2023 → 07/2023

Cerity Partners

Louisville, KY
01/2023 → 05/2023

Western Kentucky University Center For Financial Success

Bowling Green, KY
09/2022 → 11/2023

Dunkin' Donuts

Bowling Green, KY
05/2022 → 07/2022

Ups

Walton, KY
02/2022 → 01/2023

Darden

Florence, KY
08/2020 → 05/2024

Western Kentucky University

Bowling Green, KY
06/2014 → 05/2020

Student

Walton, KY
11/2025 → Present

Cwm, Llc

Omaha, NE
11/2025 → Present

Carson Wealth

Cincinnati, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-20

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