Elizabeth Ann Trimble

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2022-12-05

KS RA
APPROVED

Since 2022-12-05

Branch Locations

7450 W. 130Th Street, Suite 350, Overland Park, KS 66213 • United States

14600 Branch St., Omaha, NE 68154 • 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
V Wealth Advisors Llc	Overland Park	KS	04/2021	01/2022
Trimble Investment Group	Overland Park	KS	10/2017	Present
Stay At Home Parent	Overland Park	KS	02/2016	09/2017
Cwm, Llc	Omaha	NE	08/2022	Present
Trimble Investment Group	Overland Park	KS	12/2022	Present

04/2021 → 01/2022

V Wealth Advisors Llc

Overland Park, KS
10/2017 → Present

Trimble Investment Group

Overland Park, KS
02/2016 → 09/2017

Stay At Home Parent

Overland Park, KS
08/2022 → Present

Cwm, Llc

Omaha, NE
12/2022 → Present

Trimble Investment Group

Overland Park, KS

Previous Registrations

2022-12-05 → 2023-01-24

V Wealth Advisors Llc

Overland Park, KS

Other Businesses

NAME OF BUSINESS: N/A NATURE: Rental Property START: 9/1/2025 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: None NAME OF BUSINESS: N/A NATURE: Notary START: 11/30/2023 POSITION: Notary APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Notarize documents as needed

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-03

S65 Uniform Investment Adviser Law Examination

2022-12-03

Other Names

Elizabeth A Fredericks

View on SEC IAPD