ES
CFP
ES
CFP

Erin Sibley

14 Years of Experience
Omaha, NE
BrokerSells Insurance

Erin Sibley is a CFP-designated registered investment advisor, based in Omaha, NE, with 14 years of industry experience.

Location

14600 Branch St., Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erin works as a wealth advisor for CWM, DBA Carson Partners and related entities, dedicating full-time hours to providing advisory and brokerage services. Additionally, Erin is an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending minimal time on this activity, and also works as a bookkeeper for Sweet Elizabeth Cake Designs, LLC, spending minimal time on this activity as well.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Cwm, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
The Shobe Financial Group
January 2012 - May 2023 · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2011 - March 2023 · 11 yrs 7 mos
State Registrations12 states
ARAZCAFLLAMSMTNJNYORTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.