Noah Kingston
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCMay 2024 to now
- Cetera Wealth Services, LLCDec 2023 to now
- Cwm, LLC dba Carson Group HoldingsOct 2023 to now
- Cetera Advisor Networks LLCOct 2023 to Dec 2023
- Np Dodge Management CompanyOct 2021 to Sep 2023
- Lancaster County Sheriff's OfficeApr 2021 to Oct 2021
- Np Dodge Property ManagementNov 2020 to Apr 2021
- TD AmeritradeAug 2020 to Nov 2020
- Np Dodge Property ManagementMay 2018 to Aug 2020
- Austad's GolfMar 2017 to May 2018
- Full-time EducationAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7284039
- Firm CRD
- 155344