Samuel Thomas Clinch

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

• 07/2024 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 08/2023 → 07/2024
  Trius Federal Credit Union
  Kearney, NE
• 05/2019 → 07/2024
  University Of Nebraska-Kearney
  Kearney, NE
• 08/2012 → 05/2019
  Kearney Catholic High School
  Kearney, NE
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → 02/2025
  Cetera Advisor Networks
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE OPERATIONAL ASSISTANCE TO ADVISORS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE OPERATIONAL ASSISTANCE TO ADVISORS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY SERVICES START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I'M A NOTARY, HOWEVER I NO LONGER USE IT BUT CAN IF NEEDED;

Exams

• S66 Uniform Combined State Law Examination
  2025-07-17

Other Names

• Samuel Thomas Clinch
• Sam Clinch
• Samuel T Clinch