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RIA / WealthAdvisorCertified Financial Planner28 years in industry

KEYS ERICSON TINNEY

Advisor at CWM, LLC

OMAHA, NE | ENGLEWOOD, CO | Englewood, CO

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Search this name across graphsid dfx:ria:63fa9267-31f6-acb3-41ab-c3c76445b986

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 5, 1998
First registration: Sep 22, 2000
Dual registered: no
IAPD individual key: 3031776

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Jul 9, 2025	n/a	yes	Englewood, CO\|OMAHA, NE	Current employment
BLUE SKY ASSET MANAGEMENT, LLC	Asset manager	Aug 14, 2019	n/a	yes	ENGLEWOOD, CO	Current employment
AVEO CAPITAL PARTNERS, LLC	Former SEC adviser	Mar 20, 2017	Oct 2, 2025	no	ENGLEWOOD, CO	Previous registration
IPRO ONE MANAGEMENT, INC.	n/a	Mar 20, 2009	Sep 30, 2009	no	ENGLEWOOD, CO	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 22, 2000	Dec 12, 2008	no	ENGLEWOOD, CO\|ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVEO CAPITAL PARTNERS, LLC	BLUE SKY ASSET MANAGEMENT, LLC	Oct 2, 2025	Aug 14, 2019	-2,241	Firm change after gap	Other
IPRO ONE MANAGEMENT, INC.	AVEO CAPITAL PARTNERS, LLC	Sep 30, 2009	Mar 20, 2017	2,728	Firm change after gap	Other
VOYA FINANCIAL ADVISORS, INC.	IPRO ONE MANAGEMENT, INC.	Dec 12, 2008	Mar 20, 2009	98	Firm change	Other

Relationships

Registered with (5)

→ CWM, LLCRegistered adviserregistration: current employment
Jul 9, 2025 to presentfactForm ADV
→ BLUE SKY ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 14, 2019 to presentfactForm ADV
→ AVEO CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 20, 2017 to Oct 2, 2025factForm ADV
→ IPRO ONE MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 20, 2009 to Sep 30, 2009factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 22, 2000 to Dec 12, 2008factForm ADV

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
Keys Ericson Tinney left Aveo Capital Partners, Llc for Blue Sky Asset Management, Llc (registered 2019-08-14)
Form ADVobserved 6 days ago