Brent Dean Dome

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → 05/2019
  Waddell & Reed, Inc.
  Wichita, KS
• 07/2014 → 01/2017
  Sunrise Rotary Of West Sedgwick County
  Wichita, KS
• 09/2015 → 08/2018
  Cougar Football
  Andale, KS
• 04/2018 → 05/2019
  Sunrise Rotary Of West Sedgwick County
  Wichita, KS
• 05/2019 → Present
  Cwm, Llc
  Wichita, KS
• 06/2018 → Present
  Driven Wealth Strategies
  Wichita, KS
• 05/2019 → 03/2024
  Cetera Advisor Networks
  El Segundo, CA

Previous Registrations

• 1999-05-21 → 2019-06-03
  Waddell & Reed
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Salina, KS
  Edmond, OK

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; NAME OF OTHER BUSINESS: DOME HOLDINGS INC. INVESTMENT RELATED: YES ADDRESS: 15400 BREEZY LANE COLWICH KS67030 NATURE OF BUSINESS: S CORP FOR FINANCIAL SERVICES START DATE: 01/2013 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PRESIDENT ; NAME OF OTHER BUSINESS: WILDCAT PROPERTY, LLC ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/01/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER NAME OF OTHER BUSINESS: DOUBLE D HOLDINGS LLC ; INVESTMENT RELATED: NO ; ADDRESS: 3636 N. RIDGE RD, WICHITA, KS 67205 ; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: PARTNER / CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: LEASING OUT OFFICE SPACE IN BUILDING ; NAME OF OTHER BUSINESS: DRIVEN TAX MANAGEMENT LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER, APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: THIS LLC WILL SERVE AS AN UMBRELLA LLC FOR FUTURE TAX SERVICE LLC'S. PURPOSE IS TO PROVIDE LIABILITY PROTECTION; NAME OF OTHER BUSINESS: BAUMAN TAX LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER/PART OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX ADVICE & TAX RETURNS;

Exams

• S66 Uniform Combined State Law Examination
  1999-04-29