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Triston Hunter Hasty-grant

CWM, LLC

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About Triston Hunter Hasty-grant

Triston Hunter Hasty-grant is an investment advisor representative at CWM, LLC DBA Carson Wealth Management. Triston is also the President of Global Wealth Management, DBA Waterstone Private Wealth Management. Triston holds Series 63, 65, 7TO and SIE licenses. Triston is registered in Nebraska and Oklahoma. Triston has been in the financial industry since 2019.

Firm Information

Triston Hasty-grant 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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Triston Hasty-grant’s Registration & Firm History

OK

02/15/2024 - Present

CWM, LLC (Owasso OK)

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Licenses & Designations

BC

Issued 04/16/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Triston Hunter Hasty-grant.
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