Christopher Charles Allen

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-11-12
NH	RA	APPROVED	2025-11-10
OH	RA	APPROVED	2025-11-10
TX	RA	APPROVED	2025-11-10

NE RA
APPROVED

Since 2025-11-12
NH RA
APPROVED

Since 2025-11-10
OH RA
APPROVED

Since 2025-11-10
TX RA
APPROVED

Since 2025-11-10

Branch Locations

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

4665 Cornell Rd, Ste. 160, Cincinnati, OH 45241 • 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
Total Wealth Planning, Llc	Cincinnati	OH	05/2015	03/2026
Cwm, Llc	Omaha	NE	11/2025	Present
Carson Wealth	Cincinnati	OH	11/2025	Present

05/2015 → 03/2026

Total Wealth Planning, Llc

Cincinnati, OH
11/2025 → Present

Cwm, Llc

Omaha, NE
11/2025 → Present

Carson Wealth

Cincinnati, OH

Previous Registrations

2016-10-04 → 2026-03-23

Total Wealth Planning, Llc

Cincinnati, OH

Other Businesses

NAME OF BUSINESS: 1N5 NATURE: Charitable START: 03/01/2024 POSITION: President of Emerging Leaders Board APPX. HRS/MONTH: 9 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Organize monthly meetings, oversee memberships, promote the organize events, volunteer for events, lead a major annual event and fundraising

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-04

S65 Uniform Investment Adviser Law Examination

2016-10-04

Designations

Other Names

Allen Christopher
Allen Charles Christopher

View on SEC IAPD