Brian Doyle

ROYAL PALMS CAPITAL, LLC

WHITEFISH, MT · CRD#

RBC CAPITAL MARKETS, LLC

Lancaster, PA · CRD#

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years registered in the securities industry

Current & Past Employments

Current

CWM, LLCCurrent·CRD# 155344

RIA

35 Centerra Pkwy, Ste. 201, Lebanon, NH 03766

July 27, 2026 - Present

CETERA WEALTH SERVICES, LLCCurrent·CRD# 13572

BD

35 Centerra Pkwy Suite 201, Lebanon, NH 03766

July 27, 2026 - Present

Past

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCPast·CRD# 11025

RIA

Lebanon, NH

July 13, 2023 - August 5, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCPast·CRD# 11025

BD

Lebanon, NH

July 13, 2023 - August 5, 2026

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

RIA

Lebanon, NH

January 1, 2008 - July 14, 2023

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

BD

Lebanon, NH

January 1, 2008 - July 14, 2023

A. G. EDWARDS & SONS, INC.Past·CRD# 4

BD

Lebanon, NH

December 9, 2004 - January 3, 2008

A. G. EDWARDS & SONS, INC.Past·CRD# 4

RIA

Lebanon, NH

January 1, 2005 - January 1, 2008

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ROYAL PALMS CAPITAL, LLC

WHITEFISH, MT · CRD#

RBC CAPITAL MARKETS, LLC

Lancaster, PA · CRD#

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - SEC (1/3/2011 Approved)

Contact Information

Main Address

14600 Branch St., Omaha, NE 68154

Phone Number

(402) 330-0808

# of Employees

1,416

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Part 2 Brochures

CWM, LLC APPENDIX WRAP PROGRAM (9/9/2026)

CWM, LLC ADV PART 2A (9/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

154,206

AUM (Assets Under Management)

$50,579,657,663

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR / PARTNER / WEALTH ADVISOR START DATE: 09/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: DOYLE & LOUGHMAN WEALTH MANAGEMENT GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: NEW YORK YACHT CLUB LLC INVESTMENT RELATED: NO ADDRESS: 37 W. 44TH ST, NEW YORK CITY, NY NATURE OF BUSINESS: COMMUNITY START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: VOLUNTEER COMMITTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MEET WITH COMMITTEE MONTHLY TO PROMOTE TEAM SAILING WITHIN THE NEW YORK YACHT CLUB;

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