Kate Rehberg

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

Authority	Category	Status	Date
NE	RA	APPROVED	2025-01-30

NE RA
APPROVED

Since 2025-01-30

Branch Locations

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

14600 Branch Street, Omaha, NE 68022 • 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

Organization	City	State	From	To
Indiana University	Bloomington	IN	08/2019	05/2024
Carson Group	Omaha	NE	05/2022	07/2022
Family Ties Child Enrichment Center	Omaha	NE	02/2019	08/2019
Millard North High School	Omaha	NE	01/2015	05/2019
Carson Group	Omaha	NE	08/2024	Present
Carson Wealth	Omaha	NE	06/2026	Present

08/2019 → 05/2024

Indiana University

Bloomington, IN
05/2022 → 07/2022

Carson Group

Omaha, NE
02/2019 → 08/2019

Family Ties Child Enrichment Center

Omaha, NE
01/2015 → 05/2019

Millard North High School

Omaha, NE
08/2024 → Present

Carson Group

Omaha, NE
06/2026 → Present

Carson Wealth

Omaha, NE

Other Businesses

Elkhorn Training Camp, LLC Not investment related 715 N 210th St, Elkhorn, NE 68022 Pitching Lessons Pitching Instructor Start Date: 08/2024 10 hours per month - outside trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-27

S65 Uniform Investment Adviser Law Examination

2024-09-27

Designations

Certified Financial Planner

View on SEC IAPD