Sherry Lynn Tomasello
Investment adviser representative at Cwm, LLC
15 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cwm, LLCJan 2026 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Cwm, LLC dba Carson Group HoldingsFeb 2024 to now
- Cwm, LLC dba Carson PartnersFeb 2024 to now
- Elk River Wealth Management, LLCSep 2020 to now
- Purshe Kaplan Sterling InvestmentsSep 2020 to now
- LPL Financial LLCMar 2018 to Sep 2020
- Mutual of Omaha BankMar 2018 to Sep 2020
- U.S. Bancorp Investments, Inc.Jul 2011 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NE).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5692035
- Firm CRD
- 155344