Shane Parker Denton
Investment adviser representative at Cwm, LLC
16 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
16 years in the industry.
- Cwm, LLCMar 2025 to now
- Cetera Wealth Services, LLCMar 2025 to now
- Cwm, LLC dba Carson Group HoldingsFeb 2025 to now
- Cetera Advisor NetworksFeb 2025 to Mar 2025
- Student - Creighton UniversityAug 2021 to Jul 2024
- LPL Financial LLCJul 2021 to Feb 2025
- Njn Financial GroupDec 2020 to Feb 2025
- Waddell & Reed, Inc.Dec 2020 to Jul 2021
- West Gate BankMay 2019 to Aug 2020
- Boys TownMay 2019 to Aug 2019
- Dolphins Car WashMay 2018 to Nov 2018
- Student - University of Nebraska-lincolnAug 2017 to May 2021
- Dolphins Car WashMar 2017 to Aug 2017
- StudentJan 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7320018
- Firm CRD
- 155344