Katie L Justus

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2023-04-03

KS RA
APPROVED

Since 2023-04-03

Branch Locations

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

4400 W. 109Th Street, Ste. 250, Overland Park, KS 66211 • 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
Integrated Wealth Advisory Services Inc	Overland Park	KS	09/2017	05/2023
Kansas State University	Manhattan	KS	08/2013	08/2017
Geneos Wealth Management	Overland Park	KS	09/2017	04/2023
Cwm, Llc Dba Carson Partners - Crd # 155344	Overland Park	KS	04/2023	Present
Cwm, Llc Dba Carson Group Holdings	Overland Park	KS	04/2023	Present
Cetera Wealth Services, Llc	El Segundo	CA	04/2023	Present

09/2017 → 05/2023

Integrated Wealth Advisory Services Inc

Overland Park, KS
08/2013 → 08/2017

Kansas State University

Manhattan, KS
09/2017 → 04/2023

Geneos Wealth Management

Overland Park, KS
04/2023 → Present

Cwm, Llc Dba Carson Partners - Crd # 155344

Overland Park, KS
04/2023 → Present

Cwm, Llc Dba Carson Group Holdings

Overland Park, KS
04/2023 → Present

Cetera Wealth Services, Llc

El Segundo, CA

Previous Registrations

2019-09-13 → 2023-05-31

Integrated Wealth Advisory Services, Inc.

Overland Park, KS

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON GROUP PARTNERS - CRD # 155344 INVSTMENT 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: IAR; START DATE: 6/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32. BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 03/2023; 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 SUPPORT TO REPS. 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PAYROLL PURPOSES. START DATE: 03/2023; 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: PAYROLL PURPOSES; 4. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-06

S66 Uniform Combined State Law Examination

2019-09-06

Designations

Other Names

Katie L Hampton

View on SEC IAPD