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Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-02-25 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
612 E Tan Tara Cir #100, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnkota Hospitality | Sioux Falls | SD | 11/2023 | Present |
| Northwestern Mutual | Sioux Falls | SD | 02/2024 | 12/2024 |
| University Of Sioux Falls | Sioux Falls | SD | 07/2019 | 12/2024 |
| Hegg Hospitality | Sioux Falls | SD | 11/2022 | 11/2023 |
| Minnehaha Country Club | Sioux Falls | SD | 06/2023 | 08/2023 |
| Movin On Out | Sioux Falls | SD | 06/2022 | 08/2022 |
| Eagle Landscaping | Sioux Falls | SD | 06/2021 | 08/2021 |
| Kerkhoven-Murdock-Sunburg Senior High School | Kerkhoven | MN | 09/2014 | 05/2019 |
| Pinnacle Wealth | Sioux Falls | SD | 02/2025 | 02/2025 |
| Pinnacle Wealth | Sioux Falls | SD | 02/2025 | Present |
| Cwm, Llc | Omaha | NE | 02/2025 | Present |
NAME OF BUSINESS: Connie Buskohl CPA NATURE: Tax preparation START: 11/3/2025 POSITION: Tax Planning and Tax Preparation APPX. HRS/MONTH: 64 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 30 DUTIES: Work on tax planning and tax preparation NAME OF BUSINESS: Platinum Pigs NATURE: Livestock START: 03/30/2025 POSITION: Part Owner APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Raise and breed pigs FIXED INSURANCE NATURE: Insurance START: 02/25/2025 APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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