Ryan Matthew Lewis

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

• 08/2014 → 05/2017
  Elkhorn Ridge Middle School
  Omaha, NE
• 08/2017 → 05/2021
  Elkhorn South Highschool
  Omaha, NE
• 08/2020 → 08/2023
  Oscar's Carry Out
  Omaha, NE
• 05/2022 → 08/2023
  The Player's Club At Deer Creek
  Omaha, NE
• 08/2021 → 05/2025
  University Of Nebraska-Lincoln
  Omaha, NE
• 05/2024 → 08/2024
  Carson Group
  Omaha, NE
• 06/2025 → 06/2026
  Carson Group
  Omaha, NE
• 07/2025 → Present
  Cwm, Llc
  Omaha, NE
• 06/2026 → Present
  Carson Wealth
  Omaha, NE

Other Businesses

FIXED INSURANCE NATURE: Insurance START Date: 06/03/2025 APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-10