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Inactive

Cael Crispin

Cwm, LLC

Overland Park, KS

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-07-13
  • KS RA
    APPROVED
    Since 2026-07-13

Branch Locations

4400 W. 109 Street, Ste. 250, Overland Park, KS 66211 • United States

14600 Branch St., Omaha, NE 68154 • 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
The Retirement Planning Group Leawood KS 12/2023 07/2026
Assured Partners Kansas City MO 08/2023 12/2023
Unemployed Clear Lake IA 06/2023 07/2023
University Of Iowa Iowa City IA 08/2021 05/2023
North Iowa Area Community College Mason City IA 08/2020 05/2021
The Mansion Iowa City IA 10/2020 05/2022
Clear Lake Yacht Club Clear Lake IA 05/2018 08/2020
South Shore Sweet Spot Clear Lake IA 05/2017 08/2019
Mcdonalds Clear Lake IA 05/2016 05/2017
Clear Lake High School Clear Lake IA 08/2016 05/2020
Cwm, Llc Omaha NE 07/2026 Present
Carson Wealth Kansas City KS 07/2026 Present
  • 12/2023 → 07/2026
    The Retirement Planning Group
    Leawood, KS
  • 08/2023 → 12/2023
    Assured Partners
    Kansas City, MO
  • 06/2023 → 07/2023
    Unemployed
    Clear Lake, IA
  • 08/2021 → 05/2023
    University Of Iowa
    Iowa City, IA
  • 08/2020 → 05/2021
    North Iowa Area Community College
    Mason City, IA
  • 10/2020 → 05/2022
    The Mansion
    Iowa City, IA
  • 05/2018 → 08/2020
    Clear Lake Yacht Club
    Clear Lake, IA
  • 05/2017 → 08/2019
    South Shore Sweet Spot
    Clear Lake, IA
  • 05/2016 → 05/2017
    Mcdonalds
    Clear Lake, IA
  • 08/2016 → 05/2020
    Clear Lake High School
    Clear Lake, IA
  • 07/2026 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2026 → Present
    Carson Wealth
    Kansas City, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-05
  • S65 Uniform Investment Adviser Law Examination
    2024-06-05
Other Names
  • Cael Braden Crispin

View on SEC IAPD

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