Kyle S Odeshoo

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

• 01/2016 → 05/2018
  Student (Middle School)
  Arlington Heights , IL
• 08/2022 → 05/2024
  Student (College)
  Palatine, IL
• 05/2024 → 05/2026
  Student (College)
  Iowa City, IA
• 06/2026 → 08/2026
  Carson Wealth
  Palatine, IL
• 08/2026 → Present
  Carson Wealth
  Palatine, IL
• 08/2026 → Present
  Cwm, Llc
  Omaha, NE
• 08/2018 → 05/2022
  Prospect High School
  Mt Prospect, IL
• 05/2025 → 07/2025
  March Mclennan Agency
  Schaumburg, IL

Other Businesses

NAME OF BUSINESS: Sports Scene NATURE: Social media platform START: 6/1/2023 POSITION: Social media manager APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Create engaging social media posts across multiple different platforms. NAME OF BUSINESS: Athletic Equipment Re-Sale NATURE: Secondary marketplace START: 8/1/2020 POSITION: Independent Contractor/Sales Representative APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Post on secondary market places new and used demo baseball bats. Communicate and deliver goods to clients NAME OF BUSINESS: N/A NATURE: Private catching coach START: 7/6/2026 POSITION: Coach APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Help client develop skills necessary to advance their game as a catcher. Done through drills and coaching. NAME OF BUSINESS: Uber Eats NATURE: Delivery Service START: 8/17/2026 POSITION: Delivery driver APPX. HRS/MONTH: 80 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Delivery customer orders

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04

Other Names

• Kyle Odeshoo