Kelsey Marie Culjat

Current Employers

Employment History

• 03/2016 → 01/2017
  Safari Cigar Lounge
  Omaha, NE
• 04/2016 → 04/2017
  Nebraska Medicine
  Omaha, NE
• 09/2016 → 04/2017
  Skip The Dishes
  Omaha, NE
• 03/2018 → 12/2023
  Td Ameritrade, Inc
  Omaha, NE
• 04/2017 → 03/2018
  Unemployed
  Wolf Creek, OR
• 11/2022 → 07/2024
  Charles Schwab & Co., Inc.
  Omaha, NE
• 08/2024 → 03/2026
  D.A. Davidson & Co.
  Omaha, NE
• 03/2026 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Omaha, NE
• 03/2026 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → 05/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2024-11-21 → 2026-03-27
  D.A. Davidson & Co.
  Omaha, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: ASSISTANT VICE PRESIDENT, BUSINESS CONSULTING; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: ASSIST THE VICE PRESIDENTS OF BUSINESS CONSULTING WITH RELATIONSHIP MANAGEMENT AND STRATEGIC PLANNING FOR OUR PARTNERS FIRMS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; 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; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: ASSISTANT VICE PRESIDENT, BUSINESS CONSULTING / INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: ASSIST THE VICE PRESIDENTS OF BUSINESS CONSULTING WITH RELATIONSHIP MANAGEMENT AND STRATEGIC PLANNING FOR OUR PARTNERS FIRMS; 3. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 4207 MILLER ST, OMAHA, NE 68107; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 2506 S 41ST ST, OMAHA, NE 68105 NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 04/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2024-11-20
• S63 Uniform Securities Agent State Law Examination
  2018-04-30

Other Names

• Kelsey Culjat