Brent Stanley Pine

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

• 04/2001 → Present
  Integrated Wealth Management
  Scottsdale, AZ
• 03/2010 → 09/2021
  Geneos Wealth Management, Inc
  Scottsdale, AZ
• 10/2021 → Present
  Cwm, Llc
  Omaha, NE
• 10/2021 → 11/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2021 → 02/2026
  Carson Wealth
  Scottsdale, AZ
• 10/2021 → Present
  Pine Group Holdings Llc
  Scottsdale, AZ
• 02/2026 → Present
  Carson Wealth
  Scottsdale, AZ

Previous Registrations

• 2001-09-26 → 2022-01-26
  Integrated Wealth Management, Llc
  Scottsdale, AZ

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/1987 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: .5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-17
• S63 Uniform Securities Agent State Law Examination
  1986-12-18

Designations

• Certified Financial Planner

Other Names

• Brent Pine