Stephanie Marie Knapp

Current Employers

Employment History

• 03/2015 → 12/2016
  Nelnet
  Omaha, NE
• 12/2016 → 08/2018
  Td Ameritrade
  Omaha, NE
• 08/2018 → 04/2022
  Securities America, Inc.
  La Vista, NE
• 11/2019 → 04/2022
  Securities America Advisors
  La Vista, NE
• 05/2022 → Present
  Cetera Wealth Services, Llc
  Omaha, NE
• 04/2022 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 04/2022 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE

Previous Registrations

• 2019-11-20 → 2022-04-11
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: DIRECTOR, CLIENT SERVICES START DATE: 04/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OVERSEE RELATIONSHIP MANAGERS AND ASSOCIATES THAT WILL SERVICE CARSON ADVISORS 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: DIRECTOR, CLIENT SERVICES APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OVERSEE RELATIONSHIP MANAGERS AND ASSOCIATES THAT WILL SERVICE CARSON ADVISORS

Exams

• S66 Uniform Combined State Law Examination
  2019-11-11
• S63 Uniform Securities Agent State Law Examination
  2018-04-06

Other Names

• Stephanie Knapp
• Stephanie Marie Foged