Casey Marie Laframboise

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

• 10/2022 → 12/2023
  Fifth Third Bank
  Brentwood, TN
• 09/2022 → 10/2022
  Ascension St Thomas
  Nashville, TN
• 06/2022 → 08/2022
  Madonna Rehabilitation Hospitals
  Lincoln, NE
• 10/2014 → 05/2022
  Hy-Vee Inc
  Lincoln, NE
• 05/2016 → 09/2017
  Bagels And Joe
  Lincoln, NE
• 10/2017 → 06/2018
  Franklins Treasures And Treats
  Lincoln, NE
• 08/2023 → 10/2025
  Fifth Third Securities
  Brentwood, TN
• 10/2025 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Omaha, NE
• 10/2025 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 05/2022 → 06/2022
  Unemployed
  Lincoln, NE
• 08/2022 → 09/2022
  Unemployed
  Lincoln, NE
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2024-02-26 → 2025-10-03
  Fifth Third Securities, Inc.
  Spring Hill, TN
  Nashville, TN
  Brentwood, TN
  Brentwood, TN

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURBUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONALADVISORY SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SR ANALYST TRANSITION OPERATIONS; APX NUMBER OF HOURS PER WEEK: 40; APX NUOF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING TRANSITION SERVICES TO ADVISORS; 2. NAME OF OTHER BUSINESS: CWM, CARSON GROUP HOLDINGS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START 10/2025; POSITION/TITLE/RELATIONSHIP: SR ANALYST TRANSITION OPERATIONS; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADINHOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORS WITH ASSISTANCE IN TRANSITIONING;

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20
• S63 Uniform Securities Agent State Law Examination
  2023-12-08

Other Names

• Casey Marie Watson
• Casey Laframboise