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Inactive

Macade Abbott Wright

Cwm, LLC

Omaha, NE

Baton Rouge, LA

CRD 7873830

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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:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-09
  • LA RA
    APPROVED
    Since 2024-12-09

Branch Locations

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

8280 Ymca Plaza Drive Building 4, Baton Rouge, LA 70810 • 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
Carson Wealth The Shobe Financial Group Baton Rouge LA 02/2024 05/2024
Lsu Agcenter Baton Rouge LA 10/2020 02/2024
Louisiana State University Baton Rouge LA 08/2020 05/2024
Brusly High School Brusly LA 05/2016 05/2020
Carson Wealth The Shobe Financial Group Baton Rouge LA 02/2024 Present
Cwm, Llc Omaha NE 11/2024 Present
  • 02/2024 → 05/2024
    Carson Wealth The Shobe Financial Group
    Baton Rouge, LA
  • 10/2020 → 02/2024
    Lsu Agcenter
    Baton Rouge, LA
  • 08/2020 → 05/2024
    Louisiana State University
    Baton Rouge, LA
  • 05/2016 → 05/2020
    Brusly High School
    Brusly, LA
  • 02/2024 → Present
    Carson Wealth The Shobe Financial Group
    Baton Rouge, LA
  • 11/2024 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

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