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Scott Karl Wetherbee

CWM, LLC

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About Scott Karl Wetherbee

Scott Karl Wetherbee is a wealth advisor with CWM, LLC DBA CARSON PARTNERS. Scott has been in the financial services industry since 1999. Scott is registered in Delaware, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia. Scott holds the Series 6, 7, and SIE licenses. Scott is also the President of SKW-CPA PC, a bookkeeping/accounting firm and Crossroads Advisory & Planning Group LLC, a company that consolidates various business entities.

Firm Information

Scott Wetherbee is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Scott Wetherbee’s Registration & Firm History

PA

02/09/2022 - Present

CWM, LLC (Doylestown, PA)

PA

10/31/2014 - 02/07/2022

INDEPENDENT FINANCIAL GROUP, LLC (Perkasie PA)

PA

12/06/2002 - 10/31/2014

H. BECK, INC. (PERKASIE PA)

CT

12/15/1999 - 12/06/2002

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

MA

03/09/1999 - 02/08/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Karl Wetherbee.
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