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Micah Peterson

Cwm, LLC

Omaha, NE

West Chester, OH

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-10
  • OH RA
    APPROVED
    Since 2025-11-10

Branch Locations

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

West Chester, OH • 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
OrganizationCityStateFromTo
Total Wealth Planning, Llc Cincinnati OH 05/2021 03/2026
Wealthquest Corp. Blue Ash OH 12/2020 05/2021
Miami University Oxford OH 08/2017 12/2020
High School Springboro OH 05/2013 06/2017
Cwm, Llc Omaha NE 11/2025 Present
Carson Wealth Cincinnati OH 11/2025 04/2026
Carson Group Omaha NE 04/2026 Present
  • 05/2021 → 03/2026
    Total Wealth Planning, Llc
    Cincinnati, OH
  • 12/2020 → 05/2021
    Wealthquest Corp.
    Blue Ash, OH
  • 08/2017 → 12/2020
    Miami University
    Oxford, OH
  • 05/2013 → 06/2017
    High School
    Springboro, OH
  • 11/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 11/2025 → 04/2026
    Carson Wealth
    Cincinnati, OH
  • 04/2026 → Present
    Carson Group
    Omaha, NE
Previous Registrations
  • 2023-05-30 → 2026-03-23
    Total Wealth Planning, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-02
  • S65 Uniform Investment Adviser Law Examination
    2023-05-02
Other Names
  • Micah Gabriel Peterson

View on SEC IAPD

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Jack Edward Wolfgram
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PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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